Wendy Whitehurst, Mba Email & Phone Number

Concord, California, Us

I engage with AssetMark's collaborators and strategic partner firms, like Adhesion Wealth and Cheetah, to enhance marketing strategies, gain exposure and help grow new platforms such as Bank Trust.

Concord, California, Us

Charlotte, Nc, Us

Transitioning, growing, selling, or just needing a refresh to elevate your firm's first impression? Let us increase the value of your offering. Differentiate yourself, create a plan, and execute.Proven success in financial services:From February 2019 to August of 2021, NLA worked with LPL Financial to develop the marketing process & infrastructure for onboarding advisors in the newly launched Strategic Wealth Services (SWS) division. The division was officially launched in April 2020 when the processes and marketing program for advisors leaving the wirehouse world to start their own firm was put into action. During the launch, NLA successfully built the marketing infrastructure for 9 firms that transitioned into the SWS program. This included discovery sessions, naming, branding, collateral, website, and a strategy to announce the move to their clients taking protocol and non-protocol into consideration while working closely with the leadership of the SWS division. From 2014-December of 2017, I served as VP of Advisor Solutions to help launch and grow one of the fastest-growing RIAs in the country. I was instrumental in bringing on more than 50 advisors in 17 states, building dozens of brands, and growing a start-up RIA from $0 AUM to $1.250 billion AUM.Next Level Advisor takes the worry out of taking the step to go independent. We help ensure all of the t's are crossed and i's are dotted so you can focus on moving your assets. Let us simplify your transition. Contact Wendy@NextLevelAdvisor.com 704-898-5585

Charlotte, North Carolina, Us

Next Level Fundraising was created to focus on non-profit organizations to help take their fundraising efforts and events to the next level through detailed project management, planning, and exposure. My sweet spot is developing sponsorship benefit programs, event planning, and forming strategic alliances. Involved in the community for many years, a focus on non-profit organizations awareness and events took hold in 2011 when I began working with the Ada Jenkins Center to launch the Curry Celebrity Golf Classic. While working with Dell & Stephen Curry and executives serving on the event committee, fundraising goals have been exceeded since Ada Jenkins became the sole beneficiary in 2011. With Stephen Curry named MVP in 2015 and his family growing out in California, the Curry Celebrity Classic came to an end. I am still very involved on the committee of the Wine Spectacular hosted by the Lake Norman-Huntersville Rotary Club and held at NorthStone Country Club in the Fall. This benefits the Breakthrough TD1, Cook Community Health Clinic, Little Smiles and The Hope House.Other organizations and event involvement include the Charlotte Firefighters Association's Memorial Stair Climb, March Forth with HOPE, Lake Norman Wine Spectacular (Rotary Club), Save A Life Golf Classic, Ivester Jackson/Christies Home & Wine Tour. Responsibilities include developing & managing sponsorship benefits & relationships, securing sponsors, recruiting celebrity athletes (Curry Classic), planning & implementing marketing campaigns & strategies including print, broadcast, radio & social media, managing collateral & promotional product development, event planning & logistics, silent auction management and more. With over 30 years of marketing experience, working with top level executives and a passion for fundraising, I bring well rounded expertise and ideas to non-profit organizations that consistently result in successful projects and events.

Charlotte, North Carolina, Us

My role includes quarterbacking the PR, execution, and strategy teams and going beyond the marketing role to find ways to grow Adhesion, an AssetMark Company. I thrive on brainstorming and execution and working in an agile environment, ready to pivot when needed.During the past few years, the exposure for Adhesion has increased exponentially. LinkedIn followers have tripled and more than 5,000 MQLs have been generated from email campaigns, webinars and social exposure. Website traffic has increased by 18.65%.

San Diego, Ca, Us

In early 2019, I collaborated with LPL Financial to help launch their Strategic Wealth Services division in April of 2020. My vital role with Strategic Wealth Services (SWS) was to build the marketing infrastructure needed for incoming advisors that leave the employee or wirehouse model to form their own firm with LPL’s elite SWS division. LPL SWS wraps its arms around teams that are joining and forming their own firm for the first time. These teams have a dedicated CMO, CTO, CFO, and virtual admin so that they are set up for success from day one. The slogan for LPL SWS is You Own It, We Run It.I led the process development and creation of the marketing infrastructure required when an advisor leaves an employee-based model to launch their own firm with LPL Financial. This includes naming, logo creation, website implementation, creating marketing collateral, and facilitating strategy around client communication announcing the move. SWS is successfully up and running, scaling, and growing exponentially. I am proud to have been a key player in building the marketing leg of the care pod.wendy@NextLevelAdvisor.com

My key strengths for Advisors-Business Planning, Client Communications, Marketing Strategy, Recruiting, Solutions, Determination of Gaps and Needs, Building out Goals and Strategy to Achieve Them, Ability to Adapt to Change, Experience with Start Up Organizations, Knowledge of the Big Picture in Starting your Own Firm.•Established the strategy, goals and tactics necessary to achieve over 1000% growth in 3 years•Cultivated new business by successfully transitioning 51 referred Advisors into the firm•Played a key role in growing the firm from $0 AUM in 2014 to $1.25 billion by 4Q17•Branded, created infrastructure and launched 27 advisory firms •Created all marketing and recruiting materials for GLA and the advisory firms that joined GLA•Managed the transition process from real estate search and brand development to custodian and hybrid solutions•Key recruit contact from discovery to due diligence, hiring, and transition, along with management of pipeline and referrals•Ensured Advisor retention through Advisor visits, weekly concierge calls and finding solutions to their challenges•Assisted Advisors (our clients) with business, strategic and succession planning to enhance their growth•Managed a team of four to ensure smooth transitions, on-going Advisor support and elevated Advisor service•Led team strategy sessions to go ov•er recruit pipeline, existing Advisor issues and potential solutions, potential vendors, custodian and hybrid partner challenges, staffing and Advisor support•Planned and executed Annual Advisor Summit from the ground up•Chosen by Raymond James Financial to be featured in their 2018 corporate video promoting the RIA division

Custom Marketing Solutions engaged in a 6 month project as PR liaison and managed the national PR firm, Big Picture for the start up of TaylorSays. TaylorSays is a new high heel line with Taylor Reeve's original art printed on the bottom. I worked directly with Taylor Reeve,the original "sole" artist, LA designer & founder of TaylorSays and initiated local, national and international exposure with Big Picture through media coverage in print and online, fashion shows, special events including Grammy & Golden Globes gifting suite.In under 90 days of the web site launch (late November 2012) we met & developed relationships with Glamour, InStyle, iVillage, People Style Watch, Lucky, E! Jennifer Chan, Teen Vogue and other industry publications. Shoes were worn on the red carpet three times in February at OK!, Merit Awards and two times on the Grammy's carpet. Over 45 press highlights including Lucky and Life & Style on-line and three in print industry publications were secured. Over 75 celebrities have shoes in hand, 15 celebrity quotes, pics with Step and Repeat and obtained street photos. Shoes received placement in the film with award winning producer, "My Name is Paul." TaylorSays also participated in a sweepstakes partnership with iVillage.Fashion/Retail clients include: TaylorSays, Liz Claiborne, May Company, Thomasville Furniture, Lexington Home Brands, Staples, Perisians (some with publisher partnerships)

Huntersville, Nc, Us

Custom Marketing Solutions worked with Cornerstone Financial Partners for over a year to help to increase brand awareness through events, seminars, press releases, award nominations and positioning brand through developing content for marketing collateral and web site. Refreshed the brand with a new logo and mission statement. Drastically increased presence in local media to gain exposure and solidify the brand. Nominated 10 and obtained 9 awards for Cornerstone. Implemented video into their communication strategy. Took their client events to a new level with the decade celebration taking place at the Mint Museum downtown. CFP embraced bringing marketing into the firm and hired a full time marketing staff associate which was a true compliment to the work that CMS, Inc. implemented.

CMS, INC rebranded to Next Level Advisor in 2010. CMS, INC. was founded in 1996 and evolved for almost 20 years working with Fortune 500 companies like AMEX, Discover Card, Household Bank, GM Money Card, Discovery Toys, Pampered Chef, AAA. We formulated and implemented marketing strategies to acquire additional clients and grow their businesses. Working with Time Life Custom Publishing and then Hearst Custom Publishing, CMS developed custom published books and magazines for brand positioning for Lexington Home Brands, Thomasville Furniture, USPS, Pampered Chef, Wyeth Lederle, The May Company Cosmetics Division, Coleman and others. After acting as the Independent Publisher of Business Leader Magazine in Charlotte and the Triad areas, my focus turned to strategic consulting and business development, primarily in the financial services industry for Financial Advisors and their Centers of Influence, and launched the Next Level Advisor brand under CMS, Inc. working with many Financial Advisors in the region along with several CPA firms and Estate Planning Attorneys.CMS also focused on non-profit companies, assisting with planning and implementing events to increase revenue and exposure. I am still very involved in the community and continue to participate on event committees of non-profits.

Not Just Shopping, was a fund-raising organization founded to help local vendors expand their small business including home based businesses and retail, raised proceeds for non-profits in the Charlotte area. A portion of the proceeds from the events held at Wells Fargo and Wachovia were donated to Communities in Schools through DSS. I supported Community Outreach for more than 6 years at the Harris YMCA in Charlotte. I planned, managed and implemented 6-8 events per year. Vendors are required to participate by donating 10% of their proceeds directly to the charity. Not Just Shopping donates proceeds acquired through vendor space rentals. I have enjoyed this business for years, building a network of over 500 vendors and participating in fund-raising in our local community through these fun shopping events.

Under CMS, Inc., I represented Business Leader Media as an independent Publisher. Business Leader is delivered directly to over 25,000 Executives from VP to C-Level in Charlotte alone with a pass along of 85k. Celebrating its 20th anniversary in North Carolina, Business Leader Media features Impact Leaders in the community monthly along with corporate profiles of important businesses in the area. Six months into the position as Publisher for the Charlotte edition, the Triad edition was added to my portfolio. I crafted strategic advertising plans and small business services to meet the needs and objectives of businesses in the community at a tremendous value. Speaking at and hosting events and connecting with leaders has been a key part of this position. In May 2009, Business Leader made the decision to take sales and operations to the Philippines.

In 2000, CMS began consulting work for Hearst Corp in the Custom Publishing division. We published custom magazines for corporate clients including Georgia Pacific, Lexington Home Brands, May Co. & Thomasville Furniture. With Hearst, CMS worked with these clients to develop a promotional plan inclusive of a custom magazine that enabled them to reach their target demo and achieve their marketing goals. CMS achieved over $7mm in sales & as an independent rep, brought in the highest number of clients for Hearst Custom Publishing.

Time Life Custom Publishing, a division of Time Life Books, created custom published books for companies like William-Sonoma, USPS, The Pampered Chef and The Coleman Company. In the three short years that I was an employee of TLCP, my team brought the division to its highest level of profitability. In 1996, my family transferred back to Charlotte, NC where I began my consulting firm, Custom Marketing Solutions, Inc. and continued to work with TLCP.

Bachleors, Economics

Master Of Business Administration (M.B.A.), Marketing And Finance

Education record