Trainer | Speaker
George serves as Trainer, strategic consultant and speaker for the Team at Concierge for Advisors.
He is Chief Executive Officer at The Next Level Solution and with his 40 years in financial services, he serves as financial advisor and provides wholesaler training and development, public speaking .
George has enabled Senior Financial Advisors and Wholesalers to take their business to heights they may have thought were out of reach. With his “Next Level Solution” process, he has been helping these professionals deliver extraordinary value. Some of the firms he has worked with at meetings and events in 41 states and 8 countries include:
Merrill Lynch, Edward Jones, UBS, LPL, Morgan Stanley, Lincoln National, AIG, Commonwealth Financial, Cetera and many many more.
Through his career, George has served 5 years Independent advisor, was the Top VA wholesaler in the country at AIG. For 7 years he served as Director of wholesaler training and development at Lincoln and served as Director of wholesaler training and development at Sun Life for 4 years.