Practice Development Specialist Creative Financial Group
Upon this promotion, I intensely focused on identifying growth opportunities for theAdvisors’ practice through the lens of our newly acquired technology, Advisor360.
Mastered Advisor360 software platform, and led courses and individual sessions on howto maximize productivity and profitability through strategic use of the software. Alsomanaged the program help desk providing customer support for users.
Worked with individual Advisors to identify CRM insights and revenue opportunitiesspecific to their clients' needs and platform utilization.
Created revenue generating campaigns and boosted campaign participation by 166% toincrease business opportunities and to plan client events based on campaign analytics.
Led and implemented the sales process restructuring for our young Advisor program oncontacting their warm and cold market and book of business structure and organization.