Amy Abens

Collaborate with branch leadership to identify the most critical parts of the business that need additional care and support
Developed supportive coaching plans with associates to improve their skills and planning acumen in order to improve client outcomes.
Partnered with advisors in client appointments to demonstrate skills and presenting solutions to clients
Subject matter expert on a broad range of financial planning topics, including investment solutions, insurance options, retirement, estate and tax planning
Lead a Wealth Management Coaching Team to maximize our impact on the advisor's planning and client experience
EIA nomination for Q1 2026

Formed strong relationships with clients and their families to build the best financial plan tailored to their goals and needs
Handled complex investment, tax, income, and estate planning for clients
Engaged uncovered clients in planning to help them with their financial needs
Lead and Managed a Wealth Management team in order to maximize our effectiveness for clients
Utilized Salesforce and practice management resources to run an efficient practice
Managed a book of 350 households - 380 AUA and 145 AUM
Leverage Business partners and outside referrals to make sure clients were getting the best experience based on their needs
Achieved high level of execution quickly and performed above the 70th% in all key planning metrics for clients

• Coach and motivate associates to reach their full potential
• Responsible for Advisory Services portion of the Wealth Management Team in Chicago, Tennessee, and Texas Markets
• Regional Center functional lead for Hiring, Compliance Coordinator, Results Reporting
• SPS team number 1 in nation for appointments. PS team top 20% nationally for appointments
• EIA Winner Q2 2022

• Uncovered complex planning opportunities to drive quality financial planning appointments with clients and align their portfolios to their needs
• Technical knowledge of Fidelity Managed Solutions
• Efficient risk and book management

• Consistent high caliber planning using interaction model and Client Connect 2.0
• One of the first representatives recognized for executing the FRM model with proficiency
• Primary Planner for uncovered clients with managed accounts

• Instructed and coached Onboarding Team on Root Cause Coaching and Situational Leadership

• Coached associates on client interactions, supervised and lead team through onset of Covid
• Empowered associates to own their business and development

• Coached associates on CSS, 7 steps of connect, book management and efficiency
• Provided inbound phone support to ISR and Branches associates nationally

• Won EIA and top associate in Referrals, TOAs, and PPA Enrollments
• Partnered with Scrum Team on product improvement, ideas, and problem resolution

• Helped clients self-realize needs around financial goals and guide them into an appropriate solution
• Top 9% Nationally Flows and Top 20% Nationally Tier 3 PAS