Senior Vice-President, Marketing and Sales
Foundational Financial Partners, LLC
Our mission is to be the preeminent company for advisors to affiliate. A place where Independence meets Support, Service and Success. A true partnership between Advisor and Company.
- Lead growth strategies related to recruiting experienced advisors to our brokerage platform. Growing revenue from zero to $250,000 in eighteen months.
- Leverage existing Pension and Group Health Plans of TFB to provide comprehensive planning opportunities for employees of these plans. Developed Financial Education in the Work Place opportunities for our team of advisors leading to an additional $250,000 in revenue.
- Grew AUM through our B/D relationship from zero to $36M by attracting experienced asset managers.
- Coach new and experienced advisors on practice development, team selling, risk management and succession opportunities.
- Strategic Consulting, including business plan and sales strategy development for our advisors.