Bryan Wirtz

About Bryan Wirtz

High-Performance Sales Closer & Business Development Expert Dynamic and…

Experience

1. Senior Business Development Consultant

   Usa Financial

   Jul 2020 — Present

   Proactively identify potential RIA and hybrid candidates and engage in targeted outreach efforts to recruit and close independent advisors, delivering compelling presentations that effectively communicate the benefits and value of the partnership.• Serve as a hybrid wholesaler, support, and guide independent advisors to help them navigate products and streamline sales strategies, provide insight, and recommendations on operational processes, systems, and workflows.• Provide ongoing consulting services to independent advisors and registered investment advisors (RIAs) on business refinement, growth strategies, marketing, branding, and technology integration.• Collaborate with advisors on implementing industry best practices to expand the client base, improve referral generation, and strategic alliances, resulting in increased revenue and assets under management (AUM)• Coach advisors in delivering high-impact product solutions to clients with an emphasis on the utilization of separately managed accounts (SMA\'s), turnkey asset management platforms (TAMPS), and index annuities to meet client needs and drive business growth. • Foster strong relationships with independent advisors and RIAs as a fiduciary and trusted business partner, ensuring ongoing support.Bryan Wirtz is an investment advisor representative of, and securities and advisory services offered through, USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St, Ada, MI

Education

• College for Financial Planning

  Acreedited Wealth Management Advisor Certification, Wealth management

  2009 — 2009

• Western Michigan University

  Bachelor of Business Administration (BBA), Finance and Financial Management Services

  1999 — 2002

Skills

• Cross-Functional Team Leadership
• Series 63
• Marketing
• Relationship Management
• Sales Presentations
• Series 7
• Business Development
• Wealth Preservation Planning
• Wealth Management
• Employee Training
• Public Speaking
• Portfolio Management
• Territory Management
• Account Management
• Nonprofits
• College Education Planning
• Wholesale
• Consulting
• Coaching
• 403 B
• New Business Development
• Multi-Generational Wealth Transfer
• Exceed Sales Goals
• Pension Funds
• Team Leadership
• Sales Management
• Territory Growth
• Series 65
• Retirement Plan Consulting
• Investment Education
• Mentoring
• Retirement Planning
• Sales Coaching
• Life Insurance