Maureen Campanella

Maureen "Mo" Campanella provides team consulting and training to Financial Advisors, Agents and Planners in both the domestic and international markets for companies such as Merrill Lynch, LPL, Principal, Smith Barney, Wells Fargo/Wachovia Securities and ING. For a decade, Maureen has demonstrated the exceptional ability to identify and implement strategic and tactical strategies that will directly impact the growth of a financial advisor’s business. Maureen began consulting to the financial service sector in 1999 as an internal consultant within Merrill Lynch. Her mission was to teach “brokers” the specifics of “Running A Book of Business like a Business”. Rather than focusing solely on traditional teaming methods of personality testing and psychological team dynamics, her sole focus was on the business. Her business consulting work has become highly recognized as the most “value added consulting and training approach” throughout the industry. Maureen consults exclusively with top producing and emerging high performing Advisors.

Achieving success as an internal consultant at Merrill Lynch, she was asked to join a Private Banking Team in Manhattan ($6 million gross production with over $1 billion in assets) and studied under the Private Wealth Advisory/MBA Training program, she received the Series 7 and was involved in the closing of several multimillion dollar deals. Subsequently, Maureen was recruited back into management within Merrill Lynch’s International Division to start the Business Advisory Group, a newly created consulting division, in which she directed all teaming, business and growth opportunities for International financial advisors.

Maureen’s work with high performing and emerging high performing advisors, as well as her own experience as a Financial Advisor, has allowed her to identify developmental opportunities within a team’s book. Her consulting practice is focused in six critical areas; 1) Workflow and Operational Efficiencies 2) Internal Client marketing; Service, Retention and Penetration Strategies 3) Investment Processes and Velocity 4) External Prospecting and New Business Development 5) Financial Management, a quantitative analysis using pro forma Production (gross) financial statements and 6) Team Dynamics, Communication and Leadership. Maureen’s clients have achieved the following results; marked business improvements in the areas of client acquisition, client retention, market planning, customized client service models, increased team gross revenues/production, the institution of systems and processes, the development of individual performance, operational and process re-engineering and most importantly, change management.

A contributing factor to Maureen’s success is witnessed in the execution of her “one-on-one consulting style” and her training methodologies. Her keen and effective approach is in her ability to implement change by using a hands-on, Socratic methodology and approach when coaching financial advisors on the direct implementation of her recommendations. This approach allows Advisors to augment their learning by putting behaviors into practice.

  • Running Your Book of Business Like A Business
  • Effective Prospecting & Growth Strategies for the Current Year
  • For Top Producers Only
  • Team Formation - "How To" Form A Team: Building Out the Proper Team Structure for Your Practice
  • Transitioning Your Book: Who, How and When is the Right Time
  • For Women FA's Only

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Speaker's Asking Fee Range
$10,000 - $14,999
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