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Kathleen Sherman
National Sales Manager at Emerging Advisor
Professional Background
Kathleen Sherman is an accomplished professional in the field of financial advisement and marketing, with extensive experience in guiding financial advisors toward achieving significant breakthroughs in their practices. Currently serving as the National Sales Manager at Emerging Advisor, she plays a pivotal role in helping financial advisors attract qualified, affluent prospects to their businesses. Under her leadership, Emerging Advisor has developed unique and effective solutions that empower advisors to enhance their client acquisition and retention strategies.
With a focus on complete retirement education, Kathleen oversees the implementation of comprehensive training courses that provide financial advisors with essential tools, including presentations, workbooks, training guides, and ongoing coaching. Her work through Emerging Advisor culminates in programs like "Retirement Elevated," which offers financial advisors the opportunity to teach retirement planning concepts at local universities, thereby positioning them as trusted advisors in their communities.
Kathleen’s career is characterized by her hands-on approach and dedication to improving workflow processes for financial advisors, ensuring that they are equipped with the marketing strategies they need to succeed. Her commitment to these professionals has been instrumental in establishing her reputation as a thought leader in financial advisement and education.
Education and Achievements
While specific details about Kathleen's educational background are not provided, her career trajectory indicates a strong foundation in marketing and sales within the financial services industry. Her unique insight stems from her experience as a financial advisor herself, which allows her to relate closely to the challenges her clients face.
One of Kathleen's notable achievements at Emerging Advisor includes the successful development of training courses that have been rigorously tested, drawing from her own experiences and those of her co-founders. Together, they have managed to build over $200 million in assets under management over the past four years, a figure that highlights the effectiveness of their educational programs and business strategies.
Achievements
- Leadership: As the National Sales Manager, Kathleen leads a team dedicated to revolutionizing how financial advisors engage with prospective clients.
- Innovative Programs: Kathleen has spearheaded initiatives such as "Retirement Elevated," focusing on educational classrooms and seminars that facilitate meaningful connections between financial advisors and affluent prospects.
- Hands-On Experience: Having worked extensively in varied roles within the marketing and sales sectors of major media and financial companies, she has honed a unique skill set that combines traditional marketing techniques with modern digital strategies, including Facebook marketing tailored specifically for financial advisors.
- Entrepreneurial Spirit: Her work at Emerging Advisor exemplifies her entrepreneurial mindset, aiming not only to improve individual advisor practices but also to raise the standard for financial advisement training across the industry.
