Brian Dobbis

About Brian Dobbis

I am a highly accomplished leader, skilled speaker, and top performer with 25+ years of experience and demonstrated success in building the strategic vision and leading the development of retirement education products, materials and solutions. I am a subject matter expert covering Secure Act 2.0, 401(k) plans, 403(b) plans, 457 deferred compensation plans, IRAs, Health Savings Accounts, 529 College Savings Plans, and Medicare; able to educate and train financial professionals on the complexities of such tax-advantaged accounts/plans to grow their business while ensuring compliance with ERISA, IRS, and other applicable tax laws and regulations.Specialties: Market Trend Analysis, Problem Solving / Issue Resolution, Sales Strategies & Plans, Customer Acquisition & Retention, Team Building & Leadership, Performance Management, Business Development & Growth Highlights:• Support the IRA line of business, taking responsibility for all aspects, including website management, applications, educational content, and marketing, resulting in substantial growth and expansion of skill set.• Proficiently created and hosted web-based seminars, drawing an average of participants, and garnered favorable evaluations, with 98% acknowledging and rating the webinars as beneficial or highly beneficial.• Distinguished as the foremost content producer on Lordabbett.com, driving nearly monthly views to articles, playing a pivotal role in elevating the firm’s website\'s traffic and accomplishments.• Recognized as a top-rated and most requested speaker, delivering engaging presentations at wealth management conferences for renowned firms like Merrill Lynch, Edward Jones, Raymond James and Morgan Stanley.• Received the prestigious Circle of Excellence award at Lord Abbett for showcasing exceptional contributions and going above and beyond in performance. Want to know more about my experience, passion, areas of expertise, or enhancements I can make to your organization? Connect with me at b•••••@yahoo.com.

Experience

1. Retirement Solutions, Lead

   Lord Abbett

   May 2014 — Present · Jersey City, NJ, US

   I offer expertise in Secure Act 2.0, qualified retirement plans, 401k(k) plans, 403(b) plans, 457 deferred compensation plans, IRAs, HSAs, 529s and Medicare. I track industry trends, new laws and regulations, for informed decisions. I also create client facing marketing content, collaborate with various teams, ensure compliance, and lead engaging seminars and webinars to enhance brand recognition and partnerships.Following are the highlights of my accomplishments in this role: Led creation and upkeep of web-based retirement content on lordabbett.com, offering valuable resources for clients and advisors. Recognized top-rated speaker, presenting at major wealth management conferences for firms like Merrill Lynch, Edward Jones, etc. Supported IRA business end-to-end, driving growth via web, apps, content, and marketing. Achieved top Google rankings for retirement content, boosting website traffic and organic exposure. Delivered value through talks and calls, positively impacting advisor businesses. Featured writer in \"Insights,\" reaching 10k clients with retirement themed articles. Received prestigious WOW and Circle of Excellence Award for exceptional contributions at Lord Abbett. Established thought leadership with popular tax-advantaged account column. Authored 3 of top 5 viewed lordabbett.com articles,#1 accounting for 26% web traffic. Most popular content creator, driving 20k monthly views and website success. SEO expert, providing over 65% of organic search-driven traffic. Successful webinars with 2k avg. registrants, 91% very useful, 98% useful rating. Actively engaged in 25-28 conferences, 2-3 trade meetings, 1-2 student events, 10-15 client events annually. Frequent guest host on retirement radio shows and podcasts, industry thought leader.

Education

• Rowan University

  Bachelor's degree, Communication and Media Studies

Skills

• Securities
• Public Speaking
• Retirement
• Investments
• Alternative Investments
• Equities
• Asset Management
• Series 7
• Iras
• Fixed Income
• Financial Services
• Series 63
• Finance
• Management
• Asset Allocation
• Mutual Funds
• 401k
• Training
• 403 B
• Retirement Planning
• 457 Plans
• Wealth Management