Timothy Olson Email & Phone Number

Lead team of 5 field leaders and support staff to deliver white-glove experience at scale tosuccessfully transition 460 advisors across 14 states to the LPL platform with 100% retention

Greater Las Vegas Area

▪ Performance coaching for advisors in 4 states by partnering with stakeholders to providespecific guidance on strategic initiatives for their practice and uncover sales opportunitieswith existing clients resulting in organic revenue growth of 13% year over year▪ Scale existing training program leveraging internal and external business partners to promoteparticipation of 105 advisors and offer increased access and visibility of resources▪ Plan and execute quarterly advisor… Show more ▪ Performance coaching for advisors in 4 states by partnering with stakeholders to providespecific guidance on strategic initiatives for their practice and uncover sales opportunitieswith existing clients resulting in organic revenue growth of 13% year over year▪ Scale existing training program leveraging internal and external business partners to promoteparticipation of 105 advisors and offer increased access and visibility of resources▪ Plan and execute quarterly advisor development off-site for advisors and staff to increasecamaraderie amongst independent advisors while presenting updated best practices and trends▪ Build local awareness for Waddell & Reed advisor platform and recruiting offer by usingsocial media, web marketing, email campaigns and out-bound calls to build candidate pipelineleading to 15% advisor headcount growth▪ Deliver strategy for local market team of 6 individual contributors on how to meet goals,monitoring progress via sales reports and KPI tracking Show less

▪ Communicate organizational change in a manner that encourages local financial advisors tosee the vision for the future of broker dealer versus present business processing challenges▪ Proactively source candidates for advisor staff to ensure efficient operations for current teams

▪ Attract new and experienced financial advisors to Waddell & Reed by conducting full-cyclerecruiting process consisting of multiple face-to-face meetings and target market validation▪ Support current Waddell & Reed financial advisors by conducting one-on-one meetings todeepen knowledge of their business and drive revenue growth for the firm

Greater Los Angeles Area

▪ Organically grew financial advising practice by working with clients to devise, present, andimplement strategies through comprehensive financial planning process