Tad Sacheck, Aams® Email & Phone Number

Jupiter, Fl, Us

Director of Operations and Family Wealth Advisor for the firm. I dedicate my time overseeing the day to day operations of the business as well as handling the elevated day to day needs of our clients. I started in the industry because I genuinely enjoy helping people understand what they have, how it works, and how it affects them. Prior to joining Atlantic Wealth Partners I was with one of the large brokerage firms and knew within the first year that the depth of planning was not what was going to be needed for my clients. I made the change to join Atlantic Wealth Partners because we provide dynamic, easily understood and actionable recommendations, based on a thorough evaluation of your personal situation and objectives. We bring every good option to the table. Atlantic Wealth Partners is not an agent of any third-party individual or entity. Truly independent, our responsibility is to you and the good standing of this partnership. By understanding your objectives and the changing circumstances of your life, Atlantic Wealth Partners remains proactive and strategic, logically evolving our approach. By consistently transferring knowledge about our process and reasoning, we position you to better inform our success.When I’m not working with our clients I spend my time with my wife and three children, coaching my kids youth sports teams, golfing, and working out. I am actively involved in Martin County North Little League as the Vice President and always look for opportunities to donate my time and money to organizations that are focused on kids.

Lipari, Ribek, & Chamness Investment Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Primary role is to become the trusted resource for producers' business and financial needs. I deal directly with producers regarding their managed money, life insurance, and annuity sale opportunities. I help advisors to stop selling and start consulting their clients allowing them to become experts at managing risk and have the capability to find sales from all different avenues. I develop strategies to fit your client’s overall goals and objectives by utilizing experience and all of the resources, tools and education we provide. Once a producer comes on board and learns our proven process their practice will run smoother and more efficiently through our Autom8 program. Too many FMOs are focused on your production and not concerned with your bottom line that's where we are different we are solely focused on your bottom line which will afford you greater financial freedom. We look forward to helping you grow your practice.Many advisors are missing tremendous amounts of opportunity by leaving a gap in their planning strategies. We provide a precise path for you to truly advise your clients and generate multiple revenue streams. Motiv8 Advisors teaches one holistic process that is all encompassing and can be utilized for different opportunities including Insurance, Investments and Taxes. We strive to have each Motiv8 Advisor transform their practice and their lives by maximizing our proven turnkey system from a transaction based company to a complete financial success with our 1 process.

Urbandale, Ia, Us

Direct and coordinate company sales, marketing functions, sales selling cycle and methodology. Direct and oversee the company marketing function to identify and develop new producers for our core programs. Research and develop strategies and plans which identify marketing opportunities, direct marketing, and new project development. Analyze and evaluate the effectiveness of sales, methods, costs, and results. Directly manage major and critical developing client accounts, and coordinate the management of all other accounts. Participate in the development of new project proposals. Establish and implement short- and long-range goals, objectives, policies, and operating procedures. Supervise the planning and development of company marketing and communications materials. Represent BIMS at various business meetings to promote the company. Supervise the preparation, issuance, and delivery of sales materials, exhibits, and promotion programs. Promote positive relations with partners, vendors, and distributors. Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures. Serve on planning and policy-making committees. Additional ResponsibilitiesRecruit, train, and continue to develop relationships with our core producers.

Primary role is to become the trusted resource for your business and financial needs. I deal directly with producers regarding their managed money, life insurance, and annuity sale opportunities. I help advisors to become experts at managing risk and have the capability to find sales from all different avenues. I develop strategies to fit your client’s overall goals and objectives by utilizing experience and all of the resources, tools and education we provide. I help support my advisors through case design, carrier issues, policy issues, marketing ideas, new concepts, product knowledge, proposals, illustrations, and more.

Responsible for working with a group of 40+ producers on a day to day basis helping them to grow their businesses. Provided help in areas of advanced case planning, illustrations, product knowledge etc.

Managing 30-35 reps on a monthly basis to help them grow their practices. Primarily working with them on case design, carrier issues, and illustrations.

Bachelor, Economics

Education record