Teams at Integrity Marketing Group, LLC

Leads advisor experience for a $55 billion wealth platform, owning advisor retention, same-store growth, return on assets, and technology adoption. Oversees advisor success pods, solutions consulting, service segmentation, risk scoring, retention interventions, and advisor experience analytics. Partners with growth, investment, and product leaders to generate recruiting referrals, improve shelf strategy, and strengthen advisor relationships. Manages a large, distributed organization and is accountable for measurable growth, retention, and asset outcomes.

Advises prospective and producing wealth advisors on investment product selection, advisory conversion, alternatives, annuities, insurance, and product mix. Runs competitive shelf comparisons, supports product governance and shelf reviews, channels advisor feedback into strategy, develops product playbooks, and ensures product mapping during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely mapping delivery.

Entry-level management trainee rotating through life insurance, annuities, wealth management, marketing, sales, case management, finance, underwriting, and operations. The associate completes department projects, supports client and advisor relationships, conducts research, analyzes business information, and provides administrative support. The program includes mentorship, industry training, local firm visits, and company-sponsored life insurance and securities licensing.