Meredith Ball
Chief Marketing Officer of XFA
- Role
- Chief Marketing Officer at Xfa.Coach
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Meredith Ball
Professional Coaching & Consulting We have been in the financial industry since Our coaches have over 35 years of financial advising experience and are award-winning coaches and consultants since 2004. Our team coaches some of the largest and fastest-growing financial advisor practices across the country. Helping businesses GROW is our specialty. Coaching Topics: Do More with Clients Client Experience Investments Financial Planning Risk Management Solutions (Insurance) Mergers and Acquisitions Mergers Recruiting Acquisitions Leveraging Associate Advisors Mergers and Acquisitions Mergers Recruiting Acquisitions Leveraging Associate Advisors Mergers and Acquisitions Mergers Recruiting Acquisitions Leveraging Associate Advisors Attract More Clients, Better Clients Target Marketing Referrals Client Advocacy Boards (CABs) Events Efficiency and Effectiveness Time & Energy Segmentation Model Week (with ongoing management) Delegation Opportunities Team Roles & Responsibilities Org Charts Effective Team Meetings Effective 1:1s Team Retreats Leadership
Experience
Chief Marketing Officer
Apr 2022 — Present · Raleigh, NC, US
Education
University of North Carolina Wilmington
Bachelors, Business Administration, Double Major Entrepreneurship and Marketing
2014 — 2018
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