33 Years of Experience In Expecting More, Achieving More, and Dreaming Big
Recruitment, Business Development, Practice Management, and Increasing Your Wallet Share
An accomplished financial services professional and Certified Financial Planner
Beginning as a sole practitioner with Merrill Lynch in 1987, my focus was on building my client base, providing recommendations for investment opportunities, wealth management, and financial planning to meet specific client goals. As my practice grew I developed and executed training programs for new financial advisors at Merrill Lynch, coaching and mentoring to meet and/or exceed corporate metrics while cultivating a strong work ethic, diligence, patience, and client respect. Concurrently working as the branch manager of the Grosse Pointe, MI office, expanding my practice to a 5 member team of Senior Financial Advisors and support staff, we reached $800 million AUM with an annual business revenue of $7.5 million. By working with 17 Financial Advisors and developing support staff to increase both sales and client satisfaction, the office achieved national recognition for being in the top quintile for FA production in 1998 thruough my retirement in 2018.
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Talent Acquisition
Finding the right talent for your organization or team by profiling and vetting highly successful , client centered, and industry complaint candidates
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Consulting
As an experienced financial consultant and financial planner, I can help you develop an approach to financial planning and an investment strategy based on your client’s goals and objectives
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Coaching
Identifying the investment climate absent the financial media noise; sales techniques and persuasive communication tools to increase your share of the client’s wallet. Improving client satisfaction and client retention; developing meaningful client interactions and reviews,