Owner / Consultant
Advised individuals and businesses on design of company structure, risk management and investments, raising capital, and legal protection.Collaborated with a team of lawyers, CPAs, bankers, loan officers, and other advisors to design unique plans tailored to meet each client’s needs and enable them to achieve their goals within a specified timeframe.Retained by firms to assist with business development and restructuring initiatives.
Andrist Consulting projects:
Northwestern Mutual Financial Network
Recruited and developed a team of financial planners and revamped and managed recruitment/training initiatives. Spearheaded a producer leadership team to establish standards/procedures and collaborated with home office to drive change.Supervised department heads to track goals were being met.
Colonial Life Insurance
Devised and implemented a new intern-based recruiting program.Established a Hispanic initiative focused on targeting Atlanta Hispanic marketplace.Designed and led a training/development program that was rolled out nationally to more than 200 offices.Trained and mentored a team of 18 Regional Managers in effective marketing techniques, regulatory compliance efforts, and budget controls.The region ranked in the top 10 in company sales, new business, and recruiting for the first time in 21 years.
Buckhead Financial Wealth Management Group
Supported the re-engineering of the business model/structure, policies/procedures, and marketing strategies, facilitating the company’s change from a mortgage-based operation to a financial firm.Offered Partner and named Principal for the insurance branch of the firm. Conducted national recruiting efforts for financial planning retail division and spearheaded a team of 15.Implemented an incentive-based producer payout and benefits program.Collaborated with other executives to establish the wealth management group platform.Executed marketing strategies targeted at niche groups and developed customized client plans.