I am passionate about driving Asset Management Executive and Advisor Growth. With over 30 years of industry experience, I leverage not only leading investment management expertise but also a deep understanding of the industry to bring about transformative change and better client outcomes. My focus ...more

I am passionate about driving Asset Management Executive and Advisor Growth. With over 30 years of industry experience, I leverage not only leading investment management expertise but also a deep understanding of the industry to bring about transformative change and better client outcomes. My focus is on enabling executives, advisors, and elite teams to thrive and excel. Outspoken, I regularly contribute valuable insights on practice management, facilitating conversations and discussions that empower advisors for strategic growth. Additionally, I actively participate in conferences to actively shape the evolution of the industry. Committed to guiding elite teams towards strategic empowerment, my ultimate goal is to equip advisors for success in the ever-changing industry landscape. Fearlessly addressing controversial topics, my aim is to challenge traditional thinking and foster an environment conducive to innovative breakthroughs in the advisor landscape. While opportunity abounds, some business models need to change.less