Colin Grover, Director of Advisory Services & Strategy at Portfolio Solutions, will discuss their transition from Sales Cloud to Financial Services Cloud and the results that they’ve seen in their organization.
This more intimate session will have time for Q&A and the ability to discuss best practices with your peers in the industry.
Date: May 2nd
Time: 8am (EST)
Location: Kimpton Ink48 Hotel, 653 11th Ave, New York, NY 10036
As Director of Advisory Services & Strategy at Portfolio Solutions®, Colin works with our Financial Advisors and Client Relationship Managers. His mission to provide an unparalleled client experience drives his work in furthering initiatives dedicated to the growth, support, and strategy of the advisory team. He also works alongside our Financial Advisors to ensure that our clients’ plans are aligned with their long-term financial goals and needs. Colin is also responsible for developing, communicating, executing, and sustaining firm-wide strategic initiatives.
Colin earned his Bachelor of Science degree in Business Management from Keene State College. He has also attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Colin has over 12 years of industry experience, including leadership and financial advisor roles at major financial institutions. He also serves on Fairfield University’s Financial Planning Advisory Board and the Financial Planning Association Board of Fairfield County, Connecticut.