About the Role:
Title: Advisor Development Lead
Reports to: Chief Advisor Development Officer (CADO)
Summary:
The role of the Advisor Development Lead is to promote and maintain IFG’s vision and culture. The Lead will guide and consult assigned Consortium Members to aid them in achieving their financial planner and business owner goals as well as support the Department manager by expanding Department offerings and value to advisors.
Responsibilities:
ADVISOR DEVELOPMENT: Consult and guide assigned teams across general business management, Sales and Marketing, Client Service and Employee Management, Investment Platforms, Financial Planning and Continuity, Succession and M&A strategies
Advisor Strategy Meetings (ASM)
- Meet with assigned advisors throughout the year to review their business Targets and Key Objectives and progress towards these goals
- Discuss successes and uncover breakdowns to Advisors achieving their annual Targets and Key Objectives as well as long-term business objectives
- Offer guidance, strategies and resources to help Advisors move forward
- Identify where an Advisor’s strategy may have shifted or changed and review potential options
Advisor Initiative Meetings
- Uncover opportunities to work with Advisors in a more focused manner around a particular initiative
- Decide with business owner and CADO if Initiative meeting is needed and work to define the scope of the Initiative
- Determine the desired outcome and measure(s) of success
- Work with Advisors to guide on strategy and provide accountability for Advisor’s objectives
Advisor Improvement & Enhancement
Work with and support the Department to drive successful outcomes across the following areas
Advisor Business Planning Workshops
- Lead and guide Consortium Members through IFG’s annual Simplified Business Planning Workshops
- Help Business Owners review their Vision, Mission, Targets and Key Objectives and results
- Engage Advisors in determining and deciding on business Targets and Key Objectives for the upcoming year
- Reinforce and drive the desired outcomes for Advisors following the completion of the Workshops
- Work with Department to identify any opportunities to broaden the scope or approach of any given Workshop
Mastermind Groups
- Understand MMG participants and which groups are engaged and working together
- Uncover and identify any breakdowns within groups and if there is a role for Advisor Development to help get these groups back on track
- Offer and respond to advisors who ask for help and topics
- Work with Department leadership to determine when a new MMG is needed and assist in launching a new group
Annual IFG Retreat
- Based on work with advisors during the year, suggest content and topics to CADO
- Lead or moderate Retreat sessions with advisors including Advisor Snapshot and Meet the Experts
- Attend each annual Retreat and be a resource for all attendees
Monthly Consortium Briefings – Practice Management & LPL Portion
- Attend Monthly Consortium Briefing
- Research and share ideas and best practices with CADO to determine relevance for MCB
- Provide pertinent and timely updates from or about LPL at the CADO’s direction
- Work within Department to create agendas and attend additional advisor events (e.g. IFG/DFA Day, IFG/Invesco Day)
- Support Department during the annual IFG wholesaler event
Requirements:
- Bachelor’s Degree Required
- Securities Licenses preferred
- Ten to twelve years’ experience in financial services industry with sales & marketing, planning, supervision, client service, or investments experience.
Skills:
- Good verbal and written communication
- Sales & Marketing
- Planning
- Supervision
- Client Service
- Time and Priority Management
- Delegation Effectiveness
- Interpersonal Effectiveness
- Operational
- Ability to hold others accountable
- Presentation skills
- Ability to build confidence and create trust with clients
- Project management
- Computer (Excel, Word, PowerPoint) & Industry Software (Wealthbox, Redtail eMoney, Money Guide Pro, Riskalyze) skills
