Hayley Glen
Regional Vice President @Investment Planning Counsel
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WORK HISTORY
Regional Vice President @Investment Planning Counsel
HELPING FINANCIAL ADVISORS BUILD A BETTER BUSINESSI help financial advisors transform their practice into a \'boutique\' Elite Management Business focused around a total client focused experience business methodology. I work together with advisor teams to define their offering around objectives of clients and their own philosophy. This helps automate and simplify administration, oversight, compliance, and reporting. Through the Total Client Experience methodology, our team can assists in defining and executing on your experience to increase retention, wallet share and new referrals. We help define and execute a robust reporting and communication plan that will continually keep your clients informed. We work with you to define what makes your team unique and give you a compelling message to share with clients and future clients.
EDUCATION
Brock University
Bachelor’s Degree, Psychology
SKILLS
ABOUT HAYLEY GLEN
Experienced Regional Vice President with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Risk Management, Financial Planning, Customer Relationship Management (CRM), and Retirement Planning. Strong professional with a Bachelor’s Degree focused in Psychology from Brock University.
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