As a Regional Sales Director at True Potential LLP, I help financial advisors make a positive move to transform their lives and the lives of their clients. We are looking for advisors who want to de-risk, retire or grow. Our splits are the best in the industry and our tech [for the adviser and the client] is regarded as world class, winning many awards every year - 20% of UK advisors are already using it!
I have over 20 years of experience in insurance, financial planning, and wealth management, with 15 of them in senior roles at private brokerages where I was responsible for the bottom line.
I am passionate about creating and driving skilled teams to deliver sustainable and profitable business results. I seek out and develop talent, empower them to drive through substantial and sustainable change, and collaborate across functions and organisations to bring fresh ideas to the industry. I offer unrivalled, industry-leading, cutting-edge solutions to the wealth management industry.
Sign up to view 0 direct reports
Get started