Advisor Development Relationship Manager

Advisor Development Relationship Manager

Title:Advisor Development Relationship Manager

Reports to:Director of Advisor Development

Summary:The role of Advisor Development Relationship Manager is to promote and maintain IFG’s vision , maintain the culture, be a resource (honeybee), and guide and consult assigned Consortium Members to aid them in achieving their financial planner and business owner goals.

ADVISOR DEVELOPMENT:Consult and guide assigned teams across general business planning, financial planning, investment platforms and Succession/Continuity/Acquisition/Sale strategies

• Decide with advisor and Director if Initiative meeting is needed and if Advisor needs Advisor Development support to achieve the Initiative
• Define the scope of the Initiative with the Advisor
• Establish ground rules, timeframe, and get the advisor’s commitment for achieving the Initiative
• Hold the meetings as agreed
• Monitor the progress against the desired outcome the advisor wants to achieve
• Make the necessary changes and adjustments as needed
• Have a completion and final meeting when Initiative is completed or stopped without completion

• Support agenda, and guide and aid advisors in reviewing current year and in preparing next year’s business plan
• Preparation:
• Review ASM notes and current year and prior year (if available) Simplified Business Plan on assigned advisors
• Know something about all attending advisors
• Opening:
• Arrive early and ensure correct set up
• Greet, acknowledge and welcome each advisor
• Work with assigned advisors while they develop and finalize their simplified business plan
• Provide back-up for Executive Assistant to troubleshoot and solve any attendee breakdowns
• Following the completion of the Workshop, say goodbye to all attending advisors with an encouraging send off
• Post-workshop
• For advisors who do not complete a plan and save it in Dropbox, call each assigned advisor and ask about a completion date

• Describe the role of MMG
• Check-in periodically on MMGs during ASMs
• Respond to advisors who ask for help and topics
• Create or deliver IFG Library content when requested

• Attend each annual Retreat and be a resource for all attendees
• Greet each attendee at the start of the event
• Invest time with assigned advisors during the Retreat
• Develop individual desired outcomes with Department Director
• Based on work with advisors, suggest content and topics to Director to determine content
• Theme
• Topics
• Speakers
• Sponsors
• Breakouts
• Meet The Experts
• Additional segments which may benefit IFG and/or Consortium Members

• Attend each annual Retreat and be a resource for all attendees
• Attend Monthly Consortium Briefing
• Research and share ideas and best practices with Director
• Provide pertinent and timely updates from or about LPL at the Director’s direction
• Work with Director to create agendas and attend additional advisor events (e.g. DFA Day, IFG/Invesco Day)
• Support Department during the annual IFG wholesaler event
• Attend each annual Retreat and be a resource for all attendees
• Support the successful preparation, onboarding and integration of select new Consortium Members as directed by Department Director
• Pre-transition stage:
• Coordinating overall transition process with IFG Departments, LPL and onboarding advisors
• Transition Stage
• En…