A. Scott Ward, CFP®, AIF®, AIFA®

Team leader for the financial advisory services team, which includes oversight regarding practice management
initiatives and enhancements (e.g., planning software review, segmentation, client experience, etc.)

• 2021 Outcomes: 100% retention of existing client relationships, +13.80% growth in new relationships, and +15.9% growth in organic, annual revenue within the core, assigned market group
• 2020 Outcomes: 99% retention of existing client relationships, +13.75% growth in new relationships, and +18% increase in annual revenue within the core, assigned market group
• 2019 Outcomes: 100% retention of existing client relationships, +17% growth in new relationships, and +22% increase in annual revenue within the core, assigned market group
• Deliver presentations to participant audiences in support of plan objectives (e.g., awareness of Social Security benefits strategies and considerations, increasing participants' comfort level with financial wellness topics, demystifying investment options, etc.)

Responsible for 17 institutional retirement plan relationships located in the Southeastern, Mid-Atlantic and
Midwestern states and included approximately 3,400 participants and $260 million in assets

• Helped develop two communication pieces, Blueprint for Retirement Income (online planning resource) and
  Financial Focus (relevant market topics)
• Organized and delivered participant presentations (Webinars and on-site presentations) on such topics as planning for retirement income, approach-based asset allocation and plan-related updates

Responsible for on-site management of company’s largest client relationship (a regional healthcare organization),which serves approximately 7,500 participants in 3 states

• Developed plan initiatives that led to historic growth results, including plan exclusivity—re-positioning GuideStone as the vanguard provider among 2 national 403(b) competitors—and GuideStone’s physical office in Memphis