Mike Prior

About Mike Prior

PFG is committed to helping Financial Institutions and Financial Advisors connect to develop a high quality Financial Education, Planning, and Advice service model. PFG\'s turnkey program management, compliance oversight, and sales management systems help Financial Institutions and Advisors achieve their unique goals. PFG provides the consulting needed to deliver effective financial education and planning online and in branches.PFG Advisors (PFGA), the affiliated hybrid RIA, provides access to Charles Schwab/TDA and Fidelity trading and robo platforms. Open architecture provides additional investment management choices.Serving in the Financial Planning and Financial Institution industries for over 25 years. Offices in 9 states.Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions.Please see my website for additional information and disclosures. Third-party comments may not be representative of all client experiences.

Experience

1. Chief Executive Officer

   Priority Financial Group

   Jan 2005 — Present · Phoenix, AZ, US

   PFG helps Financial Advisors and Financial Institutions cultivate their futures by helping quality advisors deliver quality advice. Advisors like PFG\'s ability to grow either as an Independent, Employee, Bank, Credit Union, or a cross-platform combination.We manage the sales and compliance operations for 85+ Financial Advisors and 20+ Financial Institutions in Arizona, California, Oregon, Texas, New Mexico, Colorado, Idaho, and Minnesota. Previously served on a CU Supervisory Committee and have helped Banks and Credit Unions establish ethical and profitable Wealth Management programs for over 20 years.RIA Partners Group helps RIA owners lower back and middle office costs to improve EBITDA, while maintaining control of their firm. Economies of scale and new efficiencies help RIA owners who prefer to retain their DBA and continue to lead their firm.

Education

• Stanford University

  Certificate

  2017 — 2017

• University of Phoenix

  B.A.

  1989 — 1991

Skills

• Business Development
• Wealth Management
• Financial Planners
• Banking
• Mutual Funds
• Financial Advisory
• Compliance
• Strategic Financial Planning
• Financial Planning
• Retirement Planning
• Business Strategy
• Sales Management
• Strategy
• Program Management
• Budgets
• Finance
• Financial Services
• Executive Management
• Business Planning
• Insurance
• Leadership
• Training
• Asset Managment
• New Business Development
• Portfolio Management
• Investments
• Project Management
• Asset Management
• Strategic Planning