To create a collaborative environment whereby entrepreneurial advisors can grow as professionals and grow their independent practice without the burden and distraction of running their business alone.
- Pat Lanotte, Branch Manager, CFP, 25+ years of experience in comprehensive wealth management. Works for the advisors, not the other way around.
- Christopher Jones, Support Advisor, CFP, 14+ years of experience. Works for the advisors.
- Liz Chung, Administrative Assistant/Client Service Coordinator, 2+ years experience.
- Culture of advisors interacting and sharing industry ideas and client implementation.
- Processing business
- Making/confirming appointments
- Running day to day operations of an office and staff
- Responding to client requests for business transactions
- Meeting and greeting clients when they visit
- General client interactions and business servicing
- Financial planning strategies
-Case Design Input from Branch Manager, Support Advisor and Advisor Community
-Financial Planning Support
- Broker Dealer programs both in house and third party proprietary programs
- Experienced insight to client service review models
- Broker Dealer “Next Level” coaching programs