Douglas Propeck
Innovative Financial Services Executive/Collaborative Leader/Strategic Team Builder
- Role
- Regional Director at Transcendent Financial Partners
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Douglas Propeck
I am a financial services leader and advisor focused on helping individuals, families…
Experience
Regional Director
Transcendent Financial Partners
Jun 2014 — Present · Overland Park, KS, US
Provide individual, corporate and team coaching to help professionals close critical performance gaps, elevate individual and professional accomplishments, accelerate growth, achieve goals, foster a performance-based company culture, and enhance quality of life. • Responsible for building an organization of successful financial advisors, utilizing company platforms for client engagement, financial planning, and advisory services.• Build a successful client practice, focused on asset management, wealth accumulation and transfer, retirement income and distribution planning.• Increased revenue by after recruiting and coaching advisors using Cetera’s practice management and efficiency tools.• Manage P&L up to and drive organizational and profitable growth; successful in identifying areas of improvement and boosting efficiencies and financial excellence that lead to strong bottom line results.• Responsible for identifying new sales opportunities, setting appointments, and generating revenue.• Accountable for keeping an active sales funnel and providing monthly progress reports to management.Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Education
University of Missouri Trulaske College of Business
BSBA
1981 — 1985
Skills
- Team Building
- Estate Planning
- Financial Advisory
- Leadership
- Asset Management
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