William "Cory" Elbert Email & Phone Number

Denver, Co, Us

Greater Denver Area

Greater Denver Area

Greater Denver Area

I redesigned and ran our new advisor training program. I worked with all advisors under 5 years in business to grow their businesses and impact their clients.

Greater Denver Area

• Developed integrated planning team concept• Collaborated with corporate leadership to evolve company planning philosophy• Coached and developed new and veteran advisors towards creating sustainable holistic financial planning practices• Led regular training seminars on investments, holistic planning, and technology for new advisors• Oversaw daily operations of team• Conducted weekly consultative meetings with all subscribing advisors• Acted as liaison between corporate and team to implement program enhancements• Developed standardized planning process to increase team productivity and efficacy of client plans• Coached advisors and associates across all major technology platforms

Greater Denver Area

• Created an environment of accountability to build a strong team of 15 financial reps• Coached reps who missed minimum production requirements to get them in good standings• Responded to client service needs to determine if a "service-to-sales" opportunity existed• Trained reps/associates on proper procedures and etiquette when working in the Client Relations Center• Developed monthly profit/loss and budget statements for Client Relations Center program• Actively ran projections around future program expansion to find growth opportunities• Tracked rep production and progress towards goals to determine program success• Worked with marketing to start a segmentation/succession planning culture in the agency

Greater Denver Area

• Developed relationships with 12 financial reps• Created a financial analysis for clients to determine planning opportunities• Designed portfolios based on client risk tolerance and investment objectives • Coached newly licensed reps and led training modules on how to advise their clients on investing

Greater Denver Area

• Maintained precise and extensive physical and electronic filing systems including trade/check log• Advised financial reps on logistics of account establishment and upkeep• Managed implementation of FEDR electronic filing system • Input trades while watching for potential trade corrections to lower agency expenses• Led new associate training modules and 1-on-1 trainings for NMIS and NETX 360 procedures

Waterloo, Iowa Area

• Created and developed relationships with clients during 1-on-1 meetings• Designed a financial analysis, budget and action plan for clients• Coached 2 Interns on the #1 team in the country• Achieved “Power of 10” sales award as an intern

Iowa City, Iowa Area

• Oversaw work tasks including daily operations of a staff of approximately 10 employees• Carried out/organized catering events, special orders, and delivery routes• Performed cash till and bank deposit balancing procedures

Marketing, Marketing

Activities and Societies: Sigma Nu Fraternity, American Marketing Association, Students in Advertising

Bachelor Of Arts (B.A.), Marketing

Activities and Societies: Sigma Nu