Jon Freehill

-Oversees and coordinates all business to business marketing activities including advertising, PR, Social Media and brand launch initiatives - Responsible for all photography, videography and copy for client campaigns, social media, and website - Complete understanding of digital ad types - Manage expectations and performance of team and clients in a positive, data-oriented way - Identify and communicate key data points and measurements to show the impact of efforts - Detailed understanding of Google Adwords, ad impression delivery and targeting, and the power of tracking these metrics - Constant focus on SEO (search engine optimization) and its importance - Strong writing, presentation and client facing communication skills. - Expert in translating data analysis into actionable marketing recommendations - A can-do attitude, quick to take ownership, comfortable with multi-tasking and strong at prioritization in a fast-paced environment - Daily use of the Adobe suite of products

- Responsible for constructing and implementing a successful Seminar Marketing System in multiple cities - Frequent and constant use of CRM tools such as Salesforce.com & ACT - Responsible for identifying, initiating contact, qualifying & managing prospects throughout the sales cycle - Extensive Business to Business prospecting of mostly small-to-medium sized businesses - Trained & mentored new Advisors on their duties and the importance of brand representation - In depth knowledge of retirement plans, benefits, and how to penetrate markets vertically - Superb written and oral communication skills, both casual and formal - Aided in conceptualizing & enacting a White Glove service model that became brand-defining - Excelled at building complete & thorough Financial Plans for high net worth individuals and then confidently communicate the results, next steps, and ask for the business - Extensive experience conducting technical analysis such as NUA Analysis (Net Unrealized Appreciation) as it impacts overall financial plan and effectively communicating the results in a simpler fashion. - Point person for all things new business due to my communication skills, unrelenting work ethic, drive & willingness to be a team player

- Locate, schedule & conduct prospect meetings to interview for opportunities and attract ideal relationships - Responsible for complete sales-cycle management from introduction to implementing service model - Analyze comprehensive financial picture and design complete financial plan complete with solutions - Strengthen client relationships by listening and understanding what they truly desire in an Advisor - Implement and adapt seminar marketing campaigns to increase revenue more than 30% - Stand-in for Sr. Partner for all matters affecting clients while he is indisposed

- Conduct in-depth reviews of clients' financial circumstances and future goals. - Create, implement, and continually review a plan that includes strategies designed to help clients pursue their financial goals. - Design and implement very specific marketing strategies to attain precisely targeted clients - Achieved client satisfaction and loyalty through excellent service - Responsible for operating and consistently growing my practice through successful marketing strategies and elite sales skills - Unrelenting work ethic applicable to all aspects of life and business with utmost integrity

- Oversees performance and develops 4-8 sales employees - Plays an integral role in achieving departmental and club goals with numerous sales records set - Constant communication & coordination with department heads and General Manager to ensure successful performance on all goals and action plans if not - Strong, team-centric approach to managing that reinforces professional discipline - Engages in daily sales presentations, on and off site. - Ensures that all member and guest concerns are addressed promptly and professionally - Responsible for revenue targets exceeding 20 million annually - Consistently Top Producer in each of the two clubs locations