Director of Strategic Partnerships and Business Coach
A consummate student of the financial services industry, Brian has enjoyed a varied career in numerous roles that ranged from mutual fund wholesaler at Putnam Investments covering the Northwest and Hawaii, to Top Gun Wholesaler at AXA Equitable New York and New Jersey where he was the #1 wholesaler in 2007 and closed over $1B in annuity sales over a 3-year period. He’s been an MDRT Qualifying Life Producer as well as Director of Sales for a New Jersey Guardian Life Agency, where he helped take the agency from a bottom quartile to a top-quartile ranking in under 2 years. He also founded and then sold his own successful independent wealth management firm all within 4 years – not coincidentally – having retained ClientWise as his coach over that period!
More recently, Brian ran a $1B book of business for Fidelity where he qualified as a President’s Circle winner, honoring the Top 3% of all Financial Consultants. Prior to joining ClientWise, Brian was managing a $1.3B book of business for Charles Schwab in Red Bank NJ.
Along the way, Brian attained his CFP®, ChFC®, and his BFA (Behavioral Financial Advisor) certifications as well as several professional coaching certifications. As a Certified Professional Coach with hundreds of hours of coaching wealth management leaders as well as a successful career “in the seat”, Brian is uniquely qualified and passionate about helping others achieve incredible success as part of the ClientWise Team.
Brian lives in Shrewsbury, NJ with his wife Michele and 3 very active kids where he still coaches soccer and wrestling from the sidelines and cheers lacrosse and other sports from the stands. He is grateful every day to have his family as his source of energy and pride for all he does.
Chief Program Developer, Success in Succession™
After 11 years in private law practice, Margaret transitioned to coaching in late 1994, in the early years of the coaching profession.
With over 15 years of coaching experience, her broad range of clients includes Fortune 500 companies, C-Suite and senior executives, and executives and professionals in the sectors of financial services and law. Margaret coaches issues of significance for her clients, including executive and leadership development, strategic planning with bottom-line results, team communication and growth, individual brand development, and professional progress, as well as mentoring advanced coaches in the continued growth of their coaching skills. Her international client base extends throughout the United States and to Europe and Asia.
She has coached over 1500 clients, 10,000 hours, and has coached individuals and teams in 26 different countries.