We Know Your World
Managing Director, Head of Business Development
John is a well-accomplished and performance-driven Financial Sales Leader with an extensive background in sales management and wholesaling. John has a proven ability to represent a diverse mix of investment management solutions across multiple distribution outlets including the bank, insurance, and independent channels. Combining his knowledge of market trends and ability to identify key drivers of industry change, his consultative approach leads to better understanding of client needs and effective business solutions for financial advisors. As a highly respected leader, John inspires and empowers team members to their highest level of contribution. He is recognized for his credibility and reputation as a trusted advisor, who creates loyalty and drives value for customers.
- Over 27 years as a proven sales leader in the financial services industry.
- As Head of Advisory Business Development for Lockwood Advisors John drove over $25 billion in new assets through 11,000 Financial Advisors.
- Has extensive experience in delivering Practice Management content including Transitioning to Fees, The Fee-Based Conversation and Effective Client Segmentation, and Service Model Strategies.
- Demonstrated success as a thought leader in creative marketing and sales messaging, sales reporting, and sales team integration.