Overview

I have been an OSJ field leader for 13+years, helping advisors build their books of business, while being responsible for compliance/OSJ of the branch. Company policy has only allowed for a minimum amount of households under management. Although I do not have many clients, I coach and train experienced advisors on Financial Planning, Practice Management, Insurance, Investments, and case development. I am looking to step away from leadership and go back to working with clients full time.

Last Activity
6 months or more

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