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Leslie F. | Elance
 
176985602337900
Last Sign-in: Sep 2, 2014

Leslie F.

   United States
  |   Houston, TX

Overview

I have worked with hundreds of successful Financial Advisors who are interested in Succession Planning.

I have learned their greatest concerns are:

* How will I know I am getting the best deal on a timeline that fits my needs?

* How could a catastrophic event affect my family, my practice and my clients if I have no idea when I want to exit the business?

* How will I know the intangible value I place on my brand, my value proposition, my client loyalty and my staff loyalty will be just as impactful as tangible valuation metrics?

If you...

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Skills (10)

Tested
Investments
Mutual Funds
Financial Advisory
Asset Management
Life Insurance
Series 7
Business Development
Relationship Management
Estate Planning
Long-term Care

Employment

Pinnacle Reach Partners
Consultant
2012 - Present
I help Financial Advisors determine when and how they will transition out of their role as a business owner, even if they haven't considered this as an option....YET. I help make complicated...
Ameriprise Financial Services, Inc.
Regional Sales Director
2008 - 2012
Consulted with Financial Advisors (Franchise Owners) to build and growth their brand, develop and execute marketing unique to their clients, enhance advisory services, utilize technical solutions,...
Invesco
Sales
1995 - 2008
Sales and Product Training Consultant, Business Development Manager and Internal Wholesaler
Overview  |  Job History  |  Resume/C.V.

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finnleslie
Type
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Member Since
September 2014
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Leslie F. | Elance

Leslie F.