Portfolio Operations Team

step-by-step wealth management systems for financial advisors

Michael Randolph
As Head of Portfolio Operations I teach our advisors the systems and processes needed to convert their business from commission to fee- based assets. Many advisors don't understand that their practice needs to be run as a business with revenues instead of one that generates production. I provide tracking reports and systems that allow an advisor to communicate and conduct meetings as an efficiently run business. These reports give you the confidence that you need as you transitions or streamline your practice even if you are already fee-based.

	Amy Marquis
I'm head of Branch Operations Training and the Communications Assessment Specialist. Using our unique assessments I educate advisors on how to utilize their individual strengths to grow their practice as well as surrounding themselves with outstanding team talent. How people communicate determines the efficiency and quality of their work. These assessments along with proven, step-by-step branch operations processes free an advisor to focus on their strengths and perform at a higher level.

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