I support our growth by providing the vision and direction for the future of the organization. By collaborating with industry professionals and my peers, I research the economic and regulatory landscape to maintain our status as one of the premiere financial planning organizations in the country.
Having worked with many business owners and high net worth individuals, I also personally coach and train advisors so they can be successful with HNW clients. Complimenting that, I recognize the value in helping advisors find efficiencies in all aspects of their business and guide our initiatives to offer a broad menu of practice management services to advisors: from marketing and compliance to office relocation assistance and staff training/role definition.
In addition, I work to broaden industry recognition of IFP. I have written numerous articles on various estate and business planning topics for such prestigious publications as InvestmentNews, The Wall Street Journal, The New York Times, Financial Advisor-IQ, Accounting Today, Proactive Advisor and PlanAdviser magazines.
Our success enables me to pursue a favorite part of my job, that of working hands-on with advisors out in the field. I recently worked with an advisor and a CPA to help bring clarity to a very complex case. It was incredibly rewarding that we were able to out-plan, out-maneuver and out-think our competitors. Together, we are a formidable team.
My professional background has spanned the breadth of the financial services industry. Because I entered financial services right out of college, I’ve had almost every job in this industry. I learned the industry from the ground up and saw first hand its strengths and weaknesses. I recruited, worked in compliance and grew a thriving practice. This “rotation” experience has given me an in-depth perspective and an appreciation of the numerous ways we can provide real-world solutions and strategies to help our advisors become more efficient and successful.
Rounding out my life combines family and football. My son, Dan, is the Director of Pro Scouting for the Cleveland Browns. During football season, my wife, Jamie and I can often be found cheering on the team in Cleveland with our daughter-in-law and two adorable grandchildren.
I’ve yet to meet the people who will determine the success of our firm. – Ellie Mulvaney-Seamans
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