James A Guilfoil
Senior Business Consultant at Cetera Financial Group\\n\\nHelping Financial Advisors transition from a \"practice\" to a business
- Role
- Senior Business Consultant at Cetera Financial Group
- Location
- San Clemente, CA, US
- LinkedIn followers
- 500 followers
About James A Guilfoil
I help advisors achieve clarity in their business. Working through issues that seem unsolvable, my process helps untangle those knots resulting in resumed growth, better operational efficiencies, or a continuity/succession plan. A senior sales executive committed to Business Consulting and Practice Management coaching with 25+ years’ experience helping advisors solve their most challenging issues. Experienced in selling and presenting comprehensive wealth management services to Broker-Dealers, RIA’s, Independents, Banks and Insurance professionals. Demonstrated success in wholesaling ETFs, mutual funds, separate accounts, consultative financial product sales, marketing, sales management and key account management. An exceptional communicator and presenter with the experience, gravitas and presence to inspire confidence. Contact: 20••••••49 j••••••••@yahoo.com
Experience
Senior Business Consultant
Apr 2019 — Present · San Diego, CA, US
As a Senior Business Consultant, I work with Financial Advisors moving them to adopt a disciplined approach to practice management and business development through the creation of a holistic wealth management process. Ultimately, financial advisors gain the skills to be the CEOs of their businesses. We leverage industry best practices designed to drive revenue growth and advisor profitability, customizing these ideas to an advisor\'s specific needs. Working with top advisors across all Cetera Financial Group Broker/Dealers on an engagement basis, we first diagnose areas of practice improvement through Pentameter, the firm\'s innovative business consulting and practice management platform, and then help advisors build an action plan to achieve stated goals and execute that plan to successful completion\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
The Evergreen State College
Bachelor of Arts, Communications
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