Financial Advisor Business Developer and Strategist for large financial firm  Wayzata Minnesota Status: Offline
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Hired to open and manage new branch in Long Lake / Orono MN, an affluent area of the Twin Cities Metro community that has long been a focus for Edward Jones but to date has been unpenetrated. Rework new client development strategies.


  • Obtained Series 7, Series 66, and MN Residential Insurance (Life, Accident/Health)
  • Won the coveted Ted Jones Prospecting Award, which recognizes advisors who achieve high levels of success early in their careers. One of only 1,367 of the firm's more than 18,000 advisors to receive this award.
  • Developed, got regulatory approval for, than implemented a highly effective marketing strategy for acquiring ideal clients in affluent areas that will be implemented on a larger scale at Edward Jones

Constructed financial plans for clients and prospective clients, and used a highly consultative process I developed personally for working with prospective and existing clients.

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