Gregg A. Michael
- Role
- Managing Director, Institutional Partnerships at Schechter
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Gregg A. Michael
Schechter is a third-generation financial services firm operating thriving life…
Experience
Managing Director, Institutional Partnerships
Dec 2020 — Present
Responsible for leading and scaling Schechter’s Institutional Partnership (IP) platform where we share and leverage our differentiating advanced design, point of sale and comprehensive ongoing service capabilities serving the HMW/UHNW markets with leading insurance and investment advisors nationally. Responsible for driving shared revenue activities with Strategic Partners (advisors) through four Institutional Partnership verticals - insurance carriers, BGAs, producer groups and RIAs. Have led dramatic growth in new Strategic Partners (SPs) adoption by over 125% since inception Have deepened existing IP partnerships as well as attracted leading national IPs across all four of Schechter’s distribution verticals. Driven multi-million dollar revenue growth from existing and new SPs and IPs since inception Along with Schechter executive leadership team, responsible for developing, enhancing and growing our IP/SP platform that encompasses technology, sales reporting & CRM, micro-site development, marketing, training and ongoing service deliverables for our partners.
Skills
- Strategic Financial Planning
- Strategic Partnerships
- Retirement Planning
- Estate Planning
- Series 6
- Recruiting
- Insurance
- Marketing
- Relationship Management
- Retirement
- Underwriting
- Business Development
- Wealth
- Life Insurance
- Employee Benefits
- Sales
- Series 63
- Leadership
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