2. Lenox Advisors is a single resource for comprehensive, fully
integrated wealth management services. By collaborating across
many practice areas, our firm’s highly specialized and skilled
professionals create customized strategies to help your clients
achieve their financial goals.
Lenox supports its advisors in the following areas:
• Lenox CFO®
• Lenox Asset Management
• Lenox Insurance Brokerage
• Lenox Retirement AdvisorTM
• Lenox Corporate Benefits
• Lenox RPC® (Retirement Plan Consultancy)
With our high net worth clients who are primarily Wall Street executives,
hedge fund managers, business owners, attorneys, professional athletes
and entertainers, Lenox Advisors has an impressive record of success
and can offer you a tremendous platform to help grow your business.
imagine contributing
Imagine joining a team with one of the best business models in the
industry. One that Investment Advisor describes as the “epitome of
wealth management done right.” A team that “typifies the successful
to a winning team
wealth management firm.”*
Lenox Advisors is that team. Lenox Advisors is the firm.
* Investment Advisor, July 2006.
3. Imagine having the chance to increase your productivity
exponentially by aligning yourself with a firm that offers:
• a comprehensive, integrated platform of financial services
• cross-sale opportunities with skilled professionals from
multiple disciplines
• a brand that opens doors and is supported by all of the resources
of its publicly-traded parent company, National Financial Partners
(NYSE:NFP)
• successful mentors who provide personalized coaching on how to
build your business, from strategic goal planning to establishing and
monitoring your P&L statement
• rock-solid infrastructure and support including licensing and
appointments, compliance and human resources professionals
• access to cutting-edge technology and state-of-the art facilities
• compelling compliance-approved marketing materials and client-ready
presentations available for customization
• extensive professional development to keep you current with industry
and tax law changes, economic reports, and the latest financial service
concepts and strategies
• access to sales coaching and etiquette training
• access to powerful public relations capabilities, with past placements
in the Wall Street Journal, Business Week, Investment Advisor,
Bloomberg TV, Business Week Weekend TV, MSNBC and Worth
imagine increased
Magazine, among others
Imagine being with a firm with an infrastructure designed to help
maximize your productivity.
productivity potential Lenox Advisors is the firm.
4. Lenox Advisors invites seasoned professionals to join its growing
team in offices located in New York, Chicago, San Francisco,
and Stamford.
Here is what being part of Lenox means to just a few of our
team members:
“Lenox’s systems and turn-key processes relieve me from the back office
minutia. I now spend my time productively — meeting with clients.”
Stefan Greenberg, CFP ®, Managing Director
“As my practice grew, so did my clients. Before merging with Lenox
two years ago, it was difficult to simultaneously build my business while
servicing the clients who helped me get started. By tapping into Lenox’s
deep bench, all of my clients get superior service and my practice
continues to grow,”
Britt Szostak, CFP ®, Managing Director
imagine a future with “By offering full-service financial planning, I am confident that Lenox
has the expertise to address all of my clients’ financial service needs.
This prevents poaching and provides an added layer of protection for
unlimited growth potential my client relationships.”
Abbe Large, Senior Vice President
5. “Many corporate clients engage Lenox to roll out executive disability
income, life, long-term care insurance and financial planning carveout
programs to their senior executives. Having access to those enrollments
is pivotal. I could spend a year cold calling and not make as many
appointments as I make at Lenox in a month.”
Dave Kates, J.D., Senior Vice President
“My clients view me not as an insurance professional, but as a wealth
imagine the path
manager. Everything that Lenox does, and every interaction my clients
have with the support staff, reinforces this perception.”
Jonathan Davis, Managing Director
to success Imagine a future with a firm where boundaries are overcome swiftly,
and the most direct path to success is continually paved.
