Fred has 25+ years of marketing, sales and business development experience across the Insurance & Financial Services Industries. As a sought after speaker in and outside the industry, Fred’s passion is helping Advisor Firms create an actionable plan to grow their respective practices. As a former senior executive for several Insurance & Financial Services Firms, Fred has led Advisor Marketing and Business Development Practice Teams responsible for overall strategy and development of Advisory Businesses. Fred’s approach has been about purposeful brand creation, aligned client acquisition and management supported by an underlying service strategy with an ideal client profile. Working directly with several top insurance carriers, wealth advisory firms as well as with Advisor Businesses throughout the U.S., Fred has learned what it takes to grow from being a successful Advisor growing top line revenue to a successful Practice Owner driving desired bottom line results. He is a past Board Member of the Chief Marketing Officers (CMO) Roundtable and has addressed Advisors at both National Meetings as well as at NAIFA State level events across the country. Fred resides in Denver with his spouse Lisa enjoying the outdoors with tennis, cycling, and traveling with family.