Michael Prior

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executive level leadership developing new business opportunities through innovation & collaboration building clientfriendly wealth management programs for financial institutions helping financial advisors reach their profession & personal goals connecting quality advisors with quality financial institutions wealth management financial advisors investment services financial institutions program management ria advantage compliance supervision financial planning estate planning retirement planning asset management insurance services advisor training business development marketing strategies loan management independent advisor hybrid ria financial education client engagement non-interest income advisor support strategic partnerships quality advice investment advice risk management wealth planning financial security client relationships regulatory compliance sales strategies business solutions financial growth wealth protection financial independence digital financial services customer education institutional services consulting services customized solutions financial literacy hands-on training advisor resources networking opportunities cross-platform solutions back-office support client-centered approach practice management training investment management financial services law practice legal services b2b marketing strategy marketing & advertising capital markets management consulting