The coveted corner office advsior.
Whether the term is used metaphorically or literally, these are the reps that every wholesaler wishes they could break through to.
They manage a ton of assets and are leaders among peers in their firms – and frankly a successful relationship with a producer of this caliber can send your business on a whole different trajectory.
Hannah Grove knows what is takes to reach the unreachable.
That’s because she’s made her career as a recognized expert on marketing to the affluent – and the advisors that serve them.
In fact her publication, Private Wealth, is read by some of the country’s most elite financial advisors.
She has spent nearly 20 years in executive and management positions with global financial services firms, including Fidelity Investments, Merrill Lynch and Prudential Financial.
From 2003 to 2005, Hannah was the industry chair of the Investment Company Institute’s research committee.
Using her in-depth understanding of affluent client needs, Hannah was part of the development and introduction of several groundbreaking product lines, including Fidelity® Advisor Funds, Merrill Lynch Consults® Diversified Portfolios and World Equity Benchmark Shares (now iShares™).
Enjoy the time we spent with Hannah: