FACT Partners, LLC
Financial Services - , ,
FACT Partners, LLC Employees
FACT Partners, LLC Details
•New Market Initiatives: Dedicated to meeting the demand of implementing financial services into CPA practices. Piloted the CPA program for Prudential Financial / Hochman & Baker in 2000.Recruited the first CPA broker relationships into the MetLife Financial Network in 2002. Working with the Chairman and CEO of top financial institutions for strategic marketing initiatives (11% increase in sales revenues inside Fortune 500 organizations).•Recruiting: Engaging the CPA industry for integration of financial services. CPA Alliance Manager for 1717 Capital Management, an independent broker dealer. Personally recruited 60 CPA firms into the financial services industry over the last five years. •Business Development: Creating, developing and implementing real production. Building infrastructure in the alliance relationships through training and educating advisors and CPAs.Awarded the Prudential Financial Tennessee Agent of the Year in 2001. Member of the Million Dollar Round Table (2002 – Present)CPA firms went from zero to over $1 million in annual financial services revenue in the first 18 months (2003-2005)
