Brandi Moreton Morris
Wealth Management Advisor Enablement @LPL Financial
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WORK HISTORY
Wealth Management Advisor Enablement @LPL Financial
Collaborate to develop and execute go-to-market strategies for new business lines,products, and advisor initiatives• Provide data-driven analysis and develop metrics, KPIs, and insights that support decision-making and sales performance optimization• Equip the sales team with compelling content, tools, and strategies to enhance advisorengagement and meet targets• Leverage technology and automation to simplify processes and create scalable, flexible, andefficient solutions• Lead cross-functional collaboration across Sales, Marketing, Product, Delivery, andTechnology teams to ensure seamless execution of initiatives• Analyze reports and market data to provide actionable business intelligence and strategicrecommendations• Support sales forecasting, lead generation, and prospecting initiatives to drive businessgrowth• Maintain and enhance internal controls, ensuring accuracy, completeness, and compliance• Identify and implement continuous improvement initiatives to increase efficiency andeffectiveness- anticipating obstacles and preventing them• Proactively adapt to evolving business needs and contribute to key organizational initiatives
EDUCATION
West Virginia University
Bachelor of Science - BS, Mass Communication/Media Studies
ABOUT BRANDI MORETON MORRIS
Transformational B2C and B2B VP strategist with a background spanning two decades in delivering sales and marketing solutions to transform potential consumers into loyal customers, focused on strategic planning to provide brand differentiation and a competitive advantage to drive innovative resolutions to increase the bottom line• Responsible for managing a team of 20 direct and indirect reports, maintaining multi-million budgets and leading the marketing initiatives within the North and South Carolina region to result in a steady growth increase of 5-10% YoY • Oversaw the management of 9 high-performing Business Journal publications, providing guidance concerning local marketing, sales execution, and revenue growth for several emerging digital product channels• Founded a company and oversaw the day-to-day operations, including marketing, lead generation, community outreach, AR, AP, vendors, and state regulations• Established relationships with national clients, budgeting, coordinating, planning, and launching ad campaigns and branding strategies focusing on the target audience and optimum demographic
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