Brad Frey Email & Phone Number

Cincinnati, Oh, Us

New York, Us

Financial advice isn’t just about investing anymore. Advisors are true life planners and offering advice planning helps you deliver more value to your clients—ultimately creating more loyalty and driving more business.The FP Alpha Platform uses a combination of AI and subject matter experts to assist financial professionals in delivering true holistic planning advice effectively and efficiently.

Chicago, Illinois, Us

Named by Fast Company as the top 10 most innovative FinTech companies, Halo Investing is the first multi-issuer global technology platform for protective investment strategies. Based in Chicago, with offices in Zurich, UAE and Singapore, Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and annuities. Halo has created an ecosystem that fuels innovation, transparency and efficiency to all stakeholders in the value chain. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace.

Austin, Tx, Us

Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. We use engaging visuals to inspire your clients to discover and share their exact goals. We also help you reveal your clients' path to achievement in a way you can both see clearly - in real time.

Carlsbad, California, Us

Fusion’s purpose is to provide expert strategic guidance and definitive project management services to select wealth advisory firms to help them achieve their dreams of RIA launch, growth, or to maximize enterprise value. Fusion Financial Partners was formed by leading RIA industry executives and is the financial service industry's first agency loyal to the independent financial advisor offering full-service guidance throughout a business’s launch, growth and monetization. Since our founding in 2017, our collaborative approach is based on the promise that every client is represented by the proven skills and experience of the entire firm. Our mission is to educate and help as many aspiring RIAs or existing RIA firms achieve their goals as possible. Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms and more, we work closely with the industry’s leading firms for our client’s benefit. We offer an unparalleled internal and external ecosystem of experts, relationships, access, and industry intelligence to help ensure our clients achieve their goals. For enterprises supporting the independent advisor marketplace, we offer direct access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’ needs range from education on the RIA space to implement new growth initiatives, vetting new products and strategies, to supplementing their existing project teams with experts to be an independent advisor to firms’ leadership and executive committees. Simply put, we are the fusion of experts in RIA launch services, growth consulting, industry trends, coaching, and investment banking - a powerful force representing you and connecting you to the industry’s best brands. Welcome to Fusion Financial Partners. Expertise Matters.

Herndon, Virginia, Us

Vice President of Sales driving growth and efficiency with world class technology

Raleigh, North Carolina, Us

As a Business Development Manager for AdvisorEngine, I provide an ecosystem that is capable of addressing all the needs of financial advisors in one single package. The next frontier of innovation within financial services is happening at the intersection of personal relationships, data science and automation. Through our platform, I offer wealth management professionals efficient and comprehensive technology to grow, manage and automate their business. I work alongside enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors to create the future of financial advice. Let me help you deliver your best advice through:Robust risk assessment toolsDigital client onboardingTop-notch client portalDocument vaultsAccount aggregationGoals-based planning toolsCompliance logs

Radnor, Pa, Us

In my role as Region Manager for eMoney Advisor, I was responsible for developing and growing the company’s presence and sales efforts in the Midwest Region. My mission was lead my sales team to revolutionize the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. I consistently achieved monthly, quarterly and annual sales targets by providing maximum sales coverage of all qualified sales targets within the sales region. My daily operations included developing strong relationships with partner firms to grow and support the company’s overall presence and reputation.

Radnor, Pa, Us

As a Territory Manager with eMoney, I controlled a sales effort within my sales territory for maximum revenue generation, market share growth and competitive wins at strategic accounts. I served a diverse client base of financial professionals including:BrokersMajor insurance companiesTop-tier banksCPA firmsIndependent Registered Investment Advisors (RIA’s)I specialized in enhancing the Advisor/Client relationship by taking Financial Planning to the next level -- revolutionizing the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.

Cincinnati, Oh, Us

During my time at Western & Southern Financial Group, I served as Regional Vice President and External Wholesaler. I was solely responsible for sales growth in the Mid-West territory. I initiated, developed and maintained annuity, investment and life insurance product sales offered through W&S Financial Group Distributors. I conducted sales calls to financial professionals to influence them to sell and promote our fixed income and variable annuities. I collaborated with the Vice President of Business Development, on relationship building and quarterly account reviews.

Cincinnati, Oh, Us

As a Senior Internal Wholesaler with Western & Southern Financial Group, I supported financial institutions and broker dealers in the sales of our financial products including fixed, immediate and variable annuities as well as life insurance. I proactively initiated calls within three territories and determined which products best meet the customers’ needs and financial circumstances. In addition, I worked closely with external wholesalers to develop marketing strategy, organize scheduling and prospecting activities to manage my territories. I successfully increased my sales numbers by more than 20% each year.

In my role as Executive Vice President of JetTrade Inc, I was responsible for the day-to-day operations of the brokerage. I managed payroll and financial reporting; overseeing every revenue plan associated with JetTrade. I prepared all necessary matters for FINRA annual audits as well as with our personal auditors, meeting compliance demands. My focus remained on strategic growth plans for the company as I diligently worked to create interest, demand and recognition. I created and implemented strategies and tactics for our marketing and advertising campaigns. In addition, I was also responsible for opening new accounts, initiating Automated Customer Account Transfer Services (ACATS) and all other service related issues through Streetscape.

Golf is unlike any other sport. As a Head Golf Professional and General Manager with Billy Casper Golf Management, it was my job to ensure enjoyable experiences with the game of golf -- providing unprecedented access and individual attention to meet all of our members needs. I developed, maintained and controlled a sound business and organizational plan for the property including:Operating budgetAnnual roadmapMarketing strategiesHiringTraining Supervising all key staff membersEssentially, I managed every aspect of the operation while administering the policies and procedures. I closely monitored the quality of the property’s products and services, ensuring maximum guest satisfaction and securing assets, including facilities and equipment.

The Tony Yates Junior Golf Academy provides hands-on instruction by PGA professionals and community volunteers. I provided golf instruction to at-risk youth. The game of golf is able teach valuable lessons about patience, discipline and perseverance in life. It was very rewarding to use golf as the focal point to help children develop character and self-esteem.

I began my career as a Head Professional, General Manager and Assistant with KemperSports Management. This is where I grew to understand every component of the golf business. I managed all operations of the golf course and practice facility, maintained a strict payroll budget and successfully achieved monthly sales goals. I provided a great rapport with my staff of fifty employees in a fun, but business-like, atmosphere. In addition, I led countless successful golf tournaments with participants in excess of 140 players per tournament.

Education record

Education record

Business Marketing