An experienced financial advisor and practice management consultant, Michael leverages 20 years of industry experience when guiding advisors toward their goals. He’s driven to help coaching members transform their practices into the firms they dream of.
Being an advisor can be a lonely endeavor. They are constantly in demand to solve clients’ problems, but who can they turn to when wrestling with their own challenges? That’s where a good coach comes in – Michael is an empathetic listener, asks poignant questions, and is a great brainstorming partner.
Whether it’s creating a client engagement model that inspires referrals, developing a systematic and reward-driven approach to key business functions, or empowering a team to excel, Michael offers advisors the strategies and tools to accomplish more.
Michael motivates advisors to do what they do best and delegate the rest. He believes firm leaders should place the highest priority on hiring their perfect compliment. This is someone who is as gifted at planning, prioritizing, and seeing things through as advisors are at landing the $2M prospect they just met. The right partnership, Michael says, has the power to convert business aspirations into real-world triumphs.
Michael began his career in the financial services industry in 2000, when he built a successful investment management practice in Sarasota, Florida. In 2009, he relocated to Minnesota and spent the next several years as a consultant, aiding advisors around the country as they fine-tuned their processes and created implementation plans to transform their businesses.
Immediately prior to joining Carson Group, Michael led the practice development organization at RBC Wealth Management. He worked with advisors and their teams to organize and improve client service and communication. His work allowed advisory firms to create a client experience that turned clients into enthusiastic advocates who proactively promoted their advisors.
Michael is a graduate of Boston University where he received a bachelor’s degree in finance. He enjoys spending time with his wife and daughter, works hard at learning to play the acoustic guitar and, in the warmer months, spends as much time as possible on the Minneapolis bike trails.