Your Support Team

Meet some of the friendly people who have the most direct contact with new and established advisors affiliated with H. Beck, Inc. Each and every one is committed to providing an exceptional advisor experience.

Glen Jackson

Glen Jackson

Field Technology Consultant

My role:  I am responsible for training new and existing advisors on our technology platform, as well as making recommendations on all industry technology solutions. I also assist with data conversion, system setup and integration, and best practices.  I add value by showing advisors how to use technology tools to build their practice.

Service Excellence means: It begins with quick response time, and is marked by accuracy, knowledge, and appropriate follow-up to ensure that problems, issues, and service are resolved to the satisfaction of the advisor.

Best advice: The best advice I have given was to refer a person to come and work for H. Beck.

 

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