Joe attended Youngstown State University and is a Registered Prinicple. He has been a part of Medallion team for over 19 years.
Joe and his wife enjoy visiting their daughters on the weekends.
Advisor Sales Consultant
As our industry becomes increasingly commoditized, the difference maker for success in today’s financial services world is finding “the process”. Our Practice Management process professionalizes the client experience, helps the firms I work with run their business like a business and ultimately makes the Advisors within that firm referable.
Our Relationship Management process provides the ability to articulate your firms’ value and communicate to your clients so they actually understand and appreciate fully, everything you provide, essentially competitor proofing your best clients.
At Medallion, our exclusive collaboration with Duncan MacPherson and Pareto Systems provides a Practice Management and Business Refinement deliverable that is unique in the IMO space.
Over the years working with some very successful and productive Advisors, I’ve noticed what separates the best from the rest and why some people plateau and others seem to continue to organically grow and attract new clients.
The Advisors I work with are very effective at their core competencies. They’re good wealth managers, they’re good risk managers and excellent at all the products and services they provide. But, what separates the elite Advisors I work with and serve is in the Practice Management and Relationship Management approach and process.