Jammie Serrano
Business Development and Leadership Coach to the nations top independent Financial Advisors
- Role
- Vice President of Advisor Development at Advisors Excel
- Location
- Topeka, US
- LinkedIn followers
- 500 followers
About Jammie Serrano
When my alarm goes off in the morning I jump out of bed. I am excited to know everyday I…
Experience
Vice President of Advisor Development
Sep 2013 — Present · Topeka, KS, US
As a financial advisor and successful marketing coach, I can show you how to put the tools and our team to work for you, transforming your practice into a business you run instead of a business that runs you. I can show you how elite producers around the nation are reaching new goals year after year with strategic planning. Some of the simplest, most inexpensive marketing ideas can become a game changer for your firm. Don\'t get caught up in shiny-idea syndrome and work in distraction mode. Stop Guessing Toward Your Goals and take action today.
Education
Baker University
Bachelor in Business Administration
2004 — 2007
Skills
- Leadership
- Financial Services
- Health Insurance
- Investment Advisory
- Wealth Management
- Insurance
- Financial Planning
- Public Speaking
- 401k
- Iras
- Retirement Planning
- Management
- Strategic Planning
- Marketing Strategy
- Long-Term Care
- Retirement
- Strategic Financial Planning
- Marketing
- 2016 Topeka Top 20 Under 40 Honoree
- Investments
- 2016 Topeka Top 20 Under 40
- Financial Advisory
- Fixed Annuities
- Financial Planners
- Wealth
- Life Insurance
- 2017 Woman of Excellence Honoree
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