Greg Duncan
- Role
- Central Relationship Manager at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Greg Duncan
I’m a CFP® professional with Series 7, 63, and 66 licenses, experienced in supporting…
Experience
Central Relationship Manager
Feb 2020 — Present
I provide outbound support for the planners in our investor centers to help them drive new business and more efficiently manage their existing books of business.\\\\n\\\\nMy objective is to help our clients understand the value of meeting with our advisors and to coordinate these important conversations between clients and planners.\\\\n\\\\nMy job responsibilities include:\\\\n\\\\n• Reengaging existing clients to schedule planning conversations and portfolio reviews with financial consultants\\\\n\\\\n• Proactively engaging uncovered clients to foster lifelong relationships with advisors\\\\n\\\\n• Anticipating future financial needs by exploring clients’ financial situations and life changes\\\\n\\\\n• Building strong relationships with a wide range of business partners, including financial consultants, wealth planners, portfolio specialists, estate planners, trust specialists, and other relationship managers\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
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