Adam Casto

As a VP Financial Consultant I managed a practice of more than 250 dedicated households to not only maintain their relationship at the firm, but to also take them through our sales process of Engage, Discover, Gain commitment, and to Enhance their client experience on an ongoing basis. This role allowed me to leverage my sales skills to enroll clients into managed investing solutions while also growing the client's relationship with our firm by acquiring additional outside assets.

• Engaged with multi million dollar clients to have in depth wealth management conversations that uncovered their families needs
• Based on each client's needs, I was able to then leverage partners and solutions at the firm to drive sales business to the finish line
• Completed annual reviews with clients to ensure the solutions in place were still suitable
• Scaled my business organically by way of client referrals

I served as a front line for the local retail branch and assisted walk in clients with various service tasks while also obtaining deeper understanding of their needs through proper questioning in order to position Schwab's client solutions. I blocked my calendar for dedicated outbound calls to new branch leads in order to schedule client discovery meetings and move the sales process forward. Many times this resulted in taking clients through a process of discovery, planning, and then actionable next steps to drive the business forward. Once uncovering business opportunities with clients, I then transitioned them to our senior consultants so that the business could be closed and the client relationship strengthened.

This role began with obtaining industry licenses while simultaneously working on multiple teams within the inbound call center. These two years were dedicated to learning the ins and outs of the company while progressing on an upward trajectory toward working with our outbound dialing business development teams.