800-347-3539 x 2 Direct: 412-225-4936 email@example.com Territories: Florida, Georgia Years in industry: 27 Education: Associates, Marketing—CUNY Nassau
As an advocate for active management, I use my extensive experience in finance and business to:- Discover new markets and opportunities to build fee-based business.- Help grow and preserve client wealth using active management.- Systematically build relationships with advisors that turn new clients into lifetime clients.- Speak at industry events about the benefits of active management.After 20 years of experience in financial services, I have a sharp eye for how financial advisors can strategically grow their business. As a former owner of a successful financial advisory firm, I understand the challenges advisors face day to day, and I know how to help. I hold an Accredited Investment Fiduciary designation and a degree in marketing.
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices.
248-642-6640 x 177 firstname.lastname@example.org Jordan has been part of the Flexible Plan team since 2012.
Contact Jordan to schedule a meeting with Michael
248-642-6640 x 171 email@example.com Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
248-642-6640 x 131 firstname.lastname@example.org Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.