Joe Del Monte

Highlights:

• Raised $3mm for new oil drilling fund in 6 months
• Grew database of investors and strategic partners from 1,600 to 4,000 contacts via networking, cold outreach, inbound marketing and referrals
• Generated $10mm+ indications of interest from hedge fund managers, financial advisors and CPA's for 2024 and 2025
• Second year of operation and first year raising capital outside of CEO's personal network
• Responsible for vetting and managing 3rd party marketing providers
• Coordinated speaking/presentation engagement for myself and CEO to build awareness to fund
• Provided detailed competitive analysis by reviewing fund memorandums, analyzing fund and fee structure, legal obligations, potential risks and sponsor experience levels
• Created 2-3 meeting sales process and presentations
• Streamlined contact management by cleaning up two CRM systems, and creating processes for follow up, deal flow tracking and tasks
• "No contact or task left behind"
• Work with CEO directly to provide insight, feedback and strategy towards structure of 2024 fund

Highlights:

• Led redesign and overhaul of 30-year practice including sales and onboarding process, marketing, office remodel, lead management, staffing and personnel restructuring, investment and planning process, client service process
• Improvements lead to $25mm increase in assets managed through combination of acquiring new clients, as well as achieving higher wallet share of current clients
• Increased closing ratio of new in-person prospects from 30% to 70% by designing 3-step sales process and interactive presentation
• Facilitated Strengths/Passion/Time workshops in order to move personnel into correct positions to maximize personnel output, satisfaction and efficiency
• This process opened door for successful merger with outside firm who saw efficiency and satisfaction of team
• Personally managed $10mm+ of assets in market, providing holistic financial planning and investment management solutions
• Increased fixed business sales to $2mm/year by adding focused discussion and presentations on income generation and asset protection into sales and service process
• Developed affordable consulting model to provide access to quality financial services to clients with net worth and assets below firm minimums
• Improvements led to need for creation of new firm position, Operations Director
• Defined, hired and created role for Operations Director in addition to overseeing and facilitating onboarding and training
• Oversight of practice operations, profitability, marketing and staff
• Content creator and presenter for online and in-person events, both for marketing and educational purposes
• Creation of new strategic partnerships in community with professionals in complimentary fields (attorneys, CPA's, etc.) which created value-add services to clients, adding to resilience and persistence of long-term relationships
• Identifying marketing opportunities through business and social networking, print advertisements, cold calls and events
• Working with strategic partners to create planned giving strategies for high net-worth families to reduce or eliminate tax bills and provide opportunities for generosity

Highlights:

• Helped grow assets of newly formed RIA from $0 to $100mm in 5 years by working directly with President, CIO and COO to create, test and implement multiple growth and service strategies
• Created and implemented Keys to the City, a multi-family office solution for high-net worth and ultra-high net worth clientele of Accelerated Wealth
• Created branding/marketing and fee structure
• Worked with corporate attorney to create separate entities, as well as strategic partner agreements
• Developed team of third-party strategic partners to service Keys clientele
• Created and hired for new internal position- Keys to the City Concierge to service clientele and arrange third party provider services
• Created Mergers & Acquisitions initiative
• Developed business plan, and steps to implementation along with market research to support initiative
• Hired and managed third party digital marketing team to create web footprint and marketing campaign
• Created on-boarding process for incoming advisors
• Member of Accelerated Wealth Advisory Board, and Accelerated Wealth Investment Committee
• Represented Accelerated Wealth as board member for Colorado Springs Switchbacks professional soccer team
• Created and implemented Best Practices meetings for support staff to streamline procedures/processes through independent advisor practices
• Identified marketing opportunities through business and social networking, print advertisements, cold calls as well as events
• Taught workshops on Social Security filing strategies, income planning, retirement planning, and advanced wealth generation strategies
• Worked with strategic partners to create planned giving strategies for high net-worth families, and generous giving strategies for Christian families.

Highlights:

• Consistently ranked in top 10% of sales for entire company nationally (150-200 sales reps)
• Worked with incoming prospective students to help them get acquainted with school and trading concepts
• Assisted trading instructors to help struggling students with trade plan development and trade execution
• Used experience trading futures, forex and options to coach students toward successful trading strategy to fit lifestyle and goals.

Highlights:

• Implemented group exercise offerings leading to 2-3 group classes each day
• Consistently maintained full schedule of personal clients
• Responsible for day-to-day operation and oversight of all studio functions including sales and marketing, client service, employee training, reporting, group program development, and client retention
• Helped develop current pricing and service offering
• Trained personal trainers on client renewal, sales and retention
• Assisted in event planning to promote studio and local events with clients and prospects

Highlights:

• Helped increase sales from $37mm in 2006 to $80mm in 2007, and again to $95mm in 2008
• Hired as only second wholesaler in company
• Worked with Due Diligence Officers of Registered Broker/Dealers to acquire selling agreements between companies
• Conducted phone meetings and webinars to educate advisors and clients on values and benefits of investment offerings as piece of comprehensive financial plan
• Responsible for training and development of new Internal Wholesalers