My role: I am responsible for developing practice management and advisor coaching programs that contribute to advisor success. I also serve as key account and relationship manager to our distribution partners. I am supported by an incredible team of investment specialist and analyst that allows me to provide a holistic approach to helping our advisors succeed.
Service excellence means: Going out of your way to please: exceed expectations.
Best advice I've ever been given: Once you are afraid to take risk, you may as well call it a game and give up.