Franc Oliveri
Director, Client Advisory Services @Educators Financial Group
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WORK HISTORY
Director, Client Advisory Services @Educators Financial Group
ABOUT FRANC OLIVERI
Actively focusing on:Navigating clients in being financially better off - Through the construction of a sound financial plan that incorporates immediate and future financial planning thought, clients are guided and comforted knowing how to position their finances at all times.Maintaining high levels of satisfaction - Monitoring growth with scheduled future dated meetings using many communication channels/venues while being available to respond to reactive inquiries timely. Delivering results - through the years of strong retention and showcasing top quartile results, I owe much of my success to colleagues who have been open to collaborating with me, as well as my superiors who have coached me in the right direction, teaching me to embrace change. Advancing my personal development -I\'ve always been up for a challenge and enjoyed developing my knowledge in areas that pique my interest. I am currently enrolled in a course to better understand the financial complexities around separation and divorce. I find it rewarding to pursue many \"DIY\" activities outside of my profession and will continue to research and explore.
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