Erin Janides

Director of Operations @Caliber Financial Partners

At Caliber Financial Partners, we employ a \'client first\' approach to everything that we do. The financial landscape is growing increasingly complex, and we feel that clients should demand more from their advisor relationship, In these challenging times, it\'s our primary responsibility to give people peace of mind, knowing that the savings they work so hard to accumulate are being preserved and that our clients are taking the necessary steps to plan for their retirements and protect their families\' well-being- Defining, implementing and revising operational policies- Website management and preparing all marketing material- Developing and executing new growth directives including new client acquisition and recruiting- Handle all firm event planning and client/prospect engagement opportunities- Working with investment companies to maintain active due diligence on new investment products- Communicating daily with CIO to develop financial plans and ensure company-wide compliance- Monitoring company revenue margins and conducting budget reviews to maximize profits- Overseeing client support services and preparing all documentation.