Rhonda Spence

Developed customized financial solutions to meet the needs of a diverse client base while collaborating with cross-functional teams to enhance system integration and overall efficiency. Partnered closely with sales leadership to shape strategy, territory design, sales targets, and quotas, and worked alongside sales teams to optimize product placement and drive increased sales.

Increased client base by identifying potential opportunities and establishing new relationships with key decision makers. Negotiated and closed long-term agreements with new clients in assigned territory. Collaborated with cross-functional teams to develop comprehensive proposals and deliver customized solutions that addressed unique client needs. Organized engaging networking events that fostered connections between industry professionals and generated valuable leads for future business development pursuits.

Initiated new advisor relationships and business with consultative approach for the firm's Corporate RIA and Friendly Broker Dealer platforms. Focused on expanding the firm's national footprint through strategic relationships by creating a new marketing strategy and solutions to build the RIA platform.

Consulted with advisors on their organizational structure, entity formation, business economics and technology solutions to build a client focused practice from the ground up. Identified new business opportunities through cold calling, networking, marketing and prospective database leads resulting in continued increase of sales volume.

Consistently exceeded region sales goals working with advisors to educate them on LPL's private practice business model. Lead advisor-facing meetings and worked through the sales process with multi-million dollar advisors throughout various regions.

Responsible for increasing sales of mutual funds, asset allocation program and trust services. Initiated growth within the firm by gaining access to firms that did not have a selling agreement. Extremely focused on rebuild of lost relationships and regaining trust due to extensive turnover in the past. Consistently exceeded annual sales goals.

Total accountability for driving distribution of entire mutual fund line-up. Hired to turn around territory with declining sales. Re-established damaged territory with a positive brand image. Improved cross sell ratio by 250%, increased sales at 400% with continued growth. Received most improved territory award 2003, 2004 and "President's Club" 2007.

Prospected new clients, designed and managed portfolios along with co-managed $200MM. Assigned to relationships to maintain asset retention. Lead education classes for 401K clients.

Worked closely with external partner to increase region sales. Placed average of 70 calls daily, exceeding the required 50. Managed external partner's calendar and obtained meetings for him through cold calling to keep him fully deployed. Territory sales increased 200% within year one.

Promoted three times within 24 months of being hired. Obtained Series 7 and 63 licenses. Selected as one of four to create customer service desk for top producing advisors. Selected to create transition department and hire two support staff. Developed training manual for future new hires.