Todd Cranston

Head of Analytics, Licensing, and Onboarding @Vision Financial Group

Rochester, NY, US

As Head of Onboarding, I’ve focused on transforming onboarding processes to improve retention, optimize workflows, and leverage technology-driven solutions to drive results. My role combines process innovation, talent strategy, and data-driven decision-making to create a seamless onboarding experience for new financial advisors.Key Achievements:• Increased agent retention by 50% through a full redesign of onboarding processes, implementing higher starting standards to set new agents up for success.• Recognized inefficiencies in candidate exam preparation; transitioned to Kaplan, reducing exam failure rates by 45% and achieving cost neutrality.• Reduced offer-to-start time by 40% by streamlining onboarding timelines, identifying processes that could run concurrently, and establishing monthly start dates.• Developed and implemented AI-driven reporting solutions, automating manual tasks and saving over 6 hours per week.• Migrated the team to Loxo CRM, designing workflows, building reporting metrics, and optimizing candidate tracking for increased efficiency.• Designed a candidate heat map analysis to identify key traits of high-performing advisors, aligning recruitment strategies with local companies and industries that produced successful hires.• Created targeted behavioral interview questions to identify traits tied to long-term success in advisor roles.• Introduced engagement surveys, stay interviews, and sentiment analysis, surfacing concerns not previously on senior leadership’s radar and improving advisor engagement.• Led community initiatives, including a 42-bike donation campaign in partnership with Towpath Bike, benefitting R Community Bikes through targeted social media and email outreach.

Cornell University ILR School

BS

Stony Brook University

Master of Science - MS