Account Executive
Milwaukee, Wi, Us
Advicent draws on industry expertise and ingenuity to create software-enabled solutions that are the choice of more than 250,000 advisors around the world.I help advisors differentiate themselves from the competition, enhance client services, improve efficiencies, and achieve organic growth through Advicent's leading strategies and solutions.I specifically serve as a consultative resource for:HD Vest Financial ServicesThe Newport GroupNewport Coast Securities, Inc.Coordinated Capital Securities, Inc.Farm Bureau Financial ServicesNBC Securities, Inc.Financial Planning Tools:•NaviPlan - Accommodate all client needs, simple to sophisticated, with the industry's most comprehensive planning tool.•Profiles - Flexible planning and powerful client engagement to generate leads, engage clients, and secure retention.Lead Generation Tool:•Retirement Assessment - Engaging, interactive analysis that is customizable, providing easy data entry and a clear call to action. Do not miss it in my contact info.Financial Marketing Communications Tool:•Advisor Briefcase - Revolutionize the way you engage your clients and redefine your potential through automatic drip marketing email campaigns with branded content tailored to every generation.Please reach out to me if you have any questions that you may have about the nature of my business