Craig Butler

Chief Growth Officer, Managing Partner @Tru Independence

Canton, GA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2017 — Present

Chief Growth Officer, Managing Partner @Tru Independence

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tru Independence is a tested and proven platform to designed to accomplish two distinct objectives:(1) support existing RIAs desiring to be transformed from boutique practices into high performing businesses maximizing value to advisors and their clients (2) comprehensive consulting RIA startup services and full ongoing operational support for wirehouse financial advisors seeking independence. The core business model serves as a turnkey business incubator, turning frustrated employee advisors into business owners without the need to be business operators. The offerings of tru Independence includes: institutional-level research and analysis, hands-on compliance, comprehensive business and fintech technologies, marketing and branding, complete operations and chief financial officer duties performing P&L, client billing, business metrics, budgeting and tax preparation. tru Independence also offers full support for advisors requiring dual registration. Specialties: Business Development Strategist, Business Innovator, Innovation Consultant, Optimization Specialist, Team Building Specialist, Client Experience Architect, Entrepreneurial Startups, Business Consulting

SKILLS

ManagementAsset ManagmentStrategic PlanningEntrepreneurshipFinancial ServicesSales ProcessWealth Management ServicesOptimizationLeadershipRelationship ManagementInvestment AdvisoryAsset AllocationCreative EntrepreneurshipTeam BuildingEntrepreneurship DevelopmentPortfolio ManagementInvestmentsCollaborative Problem SolvingAsset ManagementFinanceTransformational Life CoachingSalesEntrepreneurial OrganizationsTalent AcquisitionBusiness StrategyAlternative InvestmentsMaximizerWealth ManagementInnovation DevelopmentStart-UpsBusiness DevelopmentClient Expectations ManagementFinancial Advisory

ABOUT CRAIG BUTLER

For RIAs seeking to transform their boutique practice into a high-performing business…

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Craig Butler — Chief Growth Officer, Managing Partner at Tru Independence in Canton, GA, US | Unifers