Regional Vice President at Premier Distributors
Greater Denver Area
- Current
-
- Area Representative at Neptune Society at Neptune Society
- Regional Vice President- External Wholesaler at Premier Distributors
- Investment Advisor at Solutions Financial Group (Sole Proprietorship)
- Past
-
- Internal Wholesaler at Transamerica Capital Inc.
- National Account Representative at SFG-Signil (Sole Proprietorship)
- Territory Manager at Klexis Medical Technologies
2 more...
- Recommended
-
3 people have recommended Dan - Connections
-
269
connections
- Industry
- Investment Management
- Websites
Dan Matheny [LION](dan@sfgusa.com)’s Summary
Being an advisor since 1994 and now working as an external wholesaler, it's very interesting to see the "other side". As an advisor the wholesalers I relied on were the ones who provided answers to technical questions and supplied stories I could use with my clients about a product or strategy. Most wholesalers don't have the practical or real life experiences to provide the whole package advisors need. Product knowledge is important, but without solutions for their business needs; marketing, prospecting, client relations and money management you’re just another wholesaler pedaling a product.
All businesses need three things to be successful:
Systems-Implement key systems to create efficiencies in marketing and operations.
Leverage-Create opportunities where clients can be obtained in numbers. 1on1 sales are key, but increasing client numbers via group settings will provide leverage
Strategic Alliances-Create ongoing strategic alliances. Use SA’s for networking, referrals, system implementation and operations
Please call me directly at 1-303-946-0432,
Dan Matheny [LION](dan@sfgusa.com)’s Experience
-
Area Representative at Neptune Society
Neptune Society
(Privately Held; Consumer Services industry)
June 2009 — Present (2 months)
-
Regional Vice President- External Wholesaler
Premier Distributors
(Investment Management industry)
April 2009 — Present (4 months)
External Wholesaler responsible for the Colorado, Utah and Wyoming territories, with primary focus on the IFP & RIA channels. We offer specialized daily traded VA's, 3rd Party Money Managers(both in & outside of the VA) and customized TAMP systems.
Taking a consultative approach with 23+ year sales/marketing career and 14+ years selling diversified financial services products, I assist advisors by providing money management solutions and strategies to create business efficiencies, ideas to maintain long-term relationships and most importantly generate additional revenues. -
Investment Advisor
Solutions Financial Group (Sole Proprietorship)
(Sole Proprietorship; 1-10 employees; Financial Services industry)
February 1994 — Present (15 years 6 months)
Dan Matheny [LION](dan@sfgusa.com)’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
