Mark Caner

About Mark Caner

I love to find problems and solve them. It is a personal challenge to change things for the better and it is one of the reasons I am so passionate about working in financial services.My experience in every facet of the business informs my leadership as President of Western & Southern Financial Group Distributors, Inc. It gives me the background I need to lead all sales channels, as well as marketing, product management and development, relationship management and sales support. I relish the opportunity to provide the guidance, support and strategy for our teams to succeed.I believe every successful business needs three things:1. Integrity: Do things the right way for the right reasons.2. Excellence: Continually work to be good at what you do, always trying to be the best.3. Innovation: Find ways to do things differently, whether product, service or process. You can\'t progress without change.These tenets guide me as I set the vision for my managers and their teams. I focus on supporting my own team so they are equipped with the tools and motivation to support theirs.I have been in financial planning long enough to see what happens when people are caught unprepared. That is why away from the office, I am committed to using my industry knowledge to teach financial planning at my church. It is not just a job for me - being able to devote my time to help in this way defines who I am.Specialties include: Strategic Leadership | Sales Distribution | Marketing | Product InnovationThe postings on this site are my own and do not represent in any way Western & Southern Financial Group\'s (including its member companies) positions, strategies or opinions. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Experience

1. President, W & s Financial Group Distributors, Inc

   Western & Southern Financial Group

   Oct 2006 — Present · Cincinnati, OH, US

   Set the strategic vision and lead W&S Financial Group Distributors, Inc. to achieve company objectives. Develop financial solutions for investment professionals to help their customers invest for, live in and manage risk for their retirement and legacy.Collaborate to determine strategy for sales channels, marketing, product management and development, relationship management and sales support. Foster communication and team development to guide efficient and engaged execution of strategic vision. Accomplishments include:• Increased top line sales by 15% during 12-year growth period with significant bottom line savings (reduced head count by 27 resulting in a $5.2M savings). Also increased life sales from <$1M to $143M in 8 years.• Diversifying product sales across distribution from 2% to 35%, mitigating overexposure to interest rate spike by instilling consultative sales approach and cost-benefit culture utilizing balanced compensation planning• Establishing Wholesaler Development Institute on sales desk, producing elite external wholesalers

Education

• Regent University

  Certificate of Advanced Graduate Studies, Organizational Leadership

  2008 — 2010

• Capital University

  Master of Business Administration - MBA

  1994 — 1997

• Regent University

  Doctorate, Strategic Leadership

  2008 — 2012

• The Ohio State University Fisher College of Business

  Bachelor of Science in Business Administration - BSBA

  1988 — 1994

Skills

• Leadership
• Marketing
• Investments
• Management
• Finance
• Insurance
• Financial Services
• Mutual Funds
• Sales
• Retirement Planning