Bryan Muir
Director of Sales @Advisorstream
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WORK HISTORY
Director of Sales @Advisorstream
CA
Work directly with advisors and firms to help educate about the evolution of digital marketing and automated marketing solutions •Manage client relationship understanding requirements and ensuring solution meetings needs and is seamlessly integrated •Ensure clients are optimizing the platform to create more efficiency for advisors, increase ROI and build brand •Manage relationship post integration to ensure success and to understand evolving needs – this ensures that AdvisorStream continues to advance the platform and deliver leading edge solutions to support advisors
EDUCATION
University of New Hampshire
Business & Economics
ABOUT BRYAN MUIR
Following a successful career in the National Hockey League including winning the coveted Stanley Cup, I decided to pursue my passion for finance and fast-tracked my certification becoming both a Canadian and US licenced Investment Advisor. Since that time, I have held senior management roles with both a major institutional hedge fund and global venture capital organization. when I was introduced to AdvisorStream, It was a fortuitous moment. Understanding that the industry was on the cusp of embracing digital marketing, I realized AdvisorStream\'s state-of-the-art technology and approach to advisor marketing would be a game changer for firms and advisors in growing their practices. I quickly embraced the opportunity to become a partner and investor in a dynamic firm where I could align my interest in finance and have an impact helping advisors build new business. It’s been a rewarding experience watching and helping build AdvisorStream from the ground up – we’ve created a culture where teamwork flourishes and is proudly evidenced by our 5 star Google rating. On the flipside, I’m energized by the success advisors and firms realize when AdvisorStream’s digital marketing platform deepens client relationships and builds more efficient, profitable practices. My objective is to listen to each organization and advisor’s unique goals and expectations - whether that is increasing revenue, creating new leads, enhancing brand, and client/advisor retention - and then determine an appropriate solution. Clients appreciate my honesty and ability to “cut to the chase” – working together to ensure AdvisorStream meets and exceeds their expectations. CONTACT BRYAN MUIR w. 41••••••55 e:m••••••@gmail.com SPECIALITIES: Relationship Management and Solutions Implementation | Digital Marketing, Content Marketing | Digital Transformation | Client Engagement | Growing Advisor Practices.
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