Lead Field/Sales Excellence:
- Leadership in field/sales strategy + execution
- Developing/coaching associates and/or advisors, efficiency/effectiveness, up-skilling
- Business/Channel management
- Areas: Practice Management, Sales & Relationship Management, Product Distribution
- Employers: Custodian, RIA Product/Service provider, Large RIA/Platform, Top Consulting firms, Wealth Management, Wealth Management, Wealth Management, Wealth Management, Wealth Management, Wealth Management, Wealth Management, Wealth Management