Laurie Burkhard

About Laurie Burkhard

WHAT I DO: I help Financial Professionals affiliated with Sanctuary Wealth achieve a more efficient, profitable and enjoyable practice no matter where their business is in its life cycle by providing unbiased, experienced and focused coaching and consulting services.WHY IT WORKS: When you partner with Sanctuary Wealth\'s Practice Management you get the best-of-the-best coaching programs and consulting. I provide clarity, solutions and guidance to help you break through and reach your next level of success.WHAT MAKES ME DIFFERENT: I entered the field of Practice Management for Financial Advisors in its infancy. Throughout the three decades I\'ve been working with Financial Advisors I\'ve had the chance to work with thousands of offices giving me an in depth and unique insight to how good (and bad) offices are run. I am also a Certified Masters Coach and hold numerous securities licenses. The combination of industry knowledge, experience and coaching know how is the cornerstone of my ability to help other advisors reach their success, however they define it.READY TO TALK? Feel free to connect with me here on LinkedIn, drop me a line at l••••••••@sanctuarywealth.com or visit our website online at or call me directly 50••••••17.I hold the following licenses- Series 7 (Registered/General Securities Rep)- Series 24 (General Securities Principal)- Series 63 (Uniform State Law)- Series 65 (Investment Advisor Law)Specialties: Areas of Expertise:} Client Acquisition} Utilizing Social Media } Business Management } Training } Staffing Roles & Responsibilities, Hiring, Performance Improvement } Process Improvement} Marketing Systems} Client Management} Branding} Time Management} Workflow

Experience

1. Director, Head of Business Consulting

   Sanctuary Wealth

   Jan 2024 — Present

Skills

• Series 24
• Brand Management
• Social Media
• Performance Management
• Branding
• Behavioral Finance
• Investments
• Series 7
• Operational Efficiency
• Continuity and Succession Planning
• Process Improvement
• Workflow Management
• Series 63
• Series 65
• Financial Advisory
• Hiring and Managing
• Behavorial Financial Advisor
• Investment Advisory
• 401k
• Business Workflows
• Staff Management
• Marketing and Prospecting
• Client Management
• Mutual Funds
• Certified Masters Coach
• Securities
• Referrals
• Time Management
• Retirement Planning
• Client Aquisition
• Business Planning
• Retirement
• Referral Development
• Business Development
• Wealth Management