John Turner
VP - Investment Advisor Lending @Live Oak Bank
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WORK HISTORY
VP - Investment Advisor Lending @Live Oak Bank
Minneapolis, MN, US
I help advisors win the deal and grow their business by providing loans for succession planning, internal mergers and acquisitions, external mergers and acquisitions, recruiting of other advisors into the practice, debt consolidation and refinance, and commercial real estate.I only work with financial advisors and I use my extensive background in practice management to coach and help advisors win the deal and grow a productive business.
EDUCATION
Bethel University
Bachelor of Arts - BA
University of Minnesota
M Ed
SKILLS
ABOUT JOHN TURNER
I am an accomplished executive specializing in practice management for advisory firms. I have led the development, implementation and coaching of- Strategic planning - Marketing - Organization effectiveness - Staffing - Team Development - Business entities - Financial management - Practice protection - Workflows and practice efficiency - Technology integration - Mergers and acquisitions - Succession planning I am well suited to starting new departments and programs. Now I help advisors finance their growth strategies including- Commercial Real Estate - Succession - Practice Acquisition - Debt Refinance - Recruiting and Tuck Under - Working Capital
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