Description
Accomplishments Completed all six modules for the Certified Financial Planner designation. Enabled a personal contribution of over $65 million in incremental assets during final year of production by providing distinguished business acquisition sales skills and advice expertise. Grew customer base year over year, adding approximately 100 new clients for the firm. Earned a reputation for delivering expert financial advice and customer service that resulted in a strong referral business. Boosted "Financial Planning" fees by over 25%, through local on-site presence and influence.
Accomplishments
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