Lenox Advisors is a comprehensive wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It offers financial planning services through fee-based financial advisors and provides access to securities, asset management, and insurance services. Current advisors praise Lenox's support infrastructure, marketing resources, professional development opportunities, and ability to take on new client relationships, allowing them to focus on growing their businesses. The document invites experienced financial professionals to join Lenox's team and leverage these benefits to maximize their productivity and success.
Lenox Advisors is a wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It provides comprehensive financial services including asset management, insurance brokerage, retirement planning, corporate benefits, and retirement plan consulting. Advisors at Lenox praise the support and infrastructure provided by the firm, which allows them to focus on clients and grow their business through cross-selling opportunities and access to new clients through Lenox's relationships. The document invites experienced advisors to imagine how joining Lenox could maximize their productivity and success through the firm's integrated platform and resources.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and advisory services to high net worth individuals through their Lenox CFOTM program. The Lenox CFOTM program aims to simplify clients' financial lives by taking on a role as their personal chief financial officer, coordinating all aspects of their financial planning including retirement, asset management, estate planning, insurance, and more. By taking a holistic and integrated approach, Lenox works to reduce complexity and increase clients' financial security over the long term.
Lenox Advisors is a wealth advisory firm that helps high-net-worth individuals and corporate clients achieve their financial goals. They coordinate all aspects of personal finances, such as retirement planning, asset management, insurance, and estate planning. For corporate clients, they provide benefit programs and retirement plans. Lenox aims to reduce complexity and increase clients' financial security through a comprehensive and holistic approach.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and investment management services. They aim to simplify clients' financial lives by acting as a personal CFO to coordinate all aspects of financial planning. Their holistic approach integrates investments, tax planning, insurance, estate planning, and more. Key aspects of their service include developing a personalized financial plan through their Lenox CFOTM program, providing access to institutional investment managers, and taking a team approach to closely monitor client portfolios and needs over time.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and advisory services to high net worth individuals through their Lenox CFOTM program. The program aims to simplify clients' financial lives by taking on a coordinating role similar to a personal chief financial officer. Services include retirement planning, asset management, risk management, estate planning, insurance, and more. By bringing together different financial advisors and strategies, Lenox helps develop integrated plans to ensure clients' long-term financial success and security.
Lenox Advisors is a wealth advisory firm that offers comprehensive financial planning and management services. They help high-net-worth individuals and corporate clients coordinate all aspects of their financial lives, including retirement planning, asset management, insurance, and estate planning. For corporate clients, Lenox provides group benefits consulting and customized executive insurance programs. Lenox takes a holistic approach to understand each client's unique situation and goals in order to create integrated financial strategies and solutions.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of their clients' financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and more. For corporate clients, they provide group insurance benefits, executive carve-out programs, and retirement plan consultancy. Lenox aims to reduce the complexity in their clients' financial lives through a holistic and integrated approach.
Lenox Advisors is a wealth management firm with offices in New York, Chicago, San Francisco, and Stamford. It provides comprehensive financial services including asset management, insurance brokerage, retirement planning, corporate benefits, and retirement plan consulting. Advisors at Lenox praise the support and infrastructure provided by the firm, which allows them to focus on clients and grow their business through cross-selling opportunities and access to new clients through Lenox's relationships. The document invites experienced advisors to imagine how joining Lenox could maximize their productivity and success through the firm's integrated platform and resources.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and advisory services to high net worth individuals through their Lenox CFOTM program. The Lenox CFOTM program aims to simplify clients' financial lives by taking on a role as their personal chief financial officer, coordinating all aspects of their financial planning including retirement, asset management, estate planning, insurance, and more. By taking a holistic and integrated approach, Lenox works to reduce complexity and increase clients' financial security over the long term.
Lenox Advisors is a wealth advisory firm that helps high-net-worth individuals and corporate clients achieve their financial goals. They coordinate all aspects of personal finances, such as retirement planning, asset management, insurance, and estate planning. For corporate clients, they provide benefit programs and retirement plans. Lenox aims to reduce complexity and increase clients' financial security through a comprehensive and holistic approach.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and investment management services. They aim to simplify clients' financial lives by acting as a personal CFO to coordinate all aspects of financial planning. Their holistic approach integrates investments, tax planning, insurance, estate planning, and more. Key aspects of their service include developing a personalized financial plan through their Lenox CFOTM program, providing access to institutional investment managers, and taking a team approach to closely monitor client portfolios and needs over time.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and advisory services to high net worth individuals through their Lenox CFOTM program. The program aims to simplify clients' financial lives by taking on a coordinating role similar to a personal chief financial officer. Services include retirement planning, asset management, risk management, estate planning, insurance, and more. By bringing together different financial advisors and strategies, Lenox helps develop integrated plans to ensure clients' long-term financial success and security.
Lenox Advisors is a wealth advisory firm that offers comprehensive financial planning and management services. They help high-net-worth individuals and corporate clients coordinate all aspects of their financial lives, including retirement planning, asset management, insurance, and estate planning. For corporate clients, Lenox provides group benefits consulting and customized executive insurance programs. Lenox takes a holistic approach to understand each client's unique situation and goals in order to create integrated financial strategies and solutions.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of their clients' financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and more. For corporate clients, they provide group insurance benefits, executive carve-out programs, and retirement plan consultancy. Lenox aims to reduce the complexity in their clients' financial lives through a holistic and integrated approach.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of their clients' financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and more. For corporate clients, they provide group insurance benefits, executive carve-out programs, and retirement plan consultancy. Lenox aims to reduce the complexity in their clients' financial lives through a holistic and integrated approach.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and asset management services to high net worth individuals. They aim to simplify clients' financial lives by taking on the role of a personal chief financial officer (CFO) and coordinating all aspects of clients' financial matters. Their holistic Lenox CFOTM program integrates investments, tax planning, insurance, retirement planning and estate planning. Lenox provides a team of specialists to craft tailored strategies and oversee clients' financial goals and portfolios. Their goal is to reduce complexity and increase clients' financial security through a single-source, independent and integrated wealth management solution.
Investment News Social Media Report - August 2013; Advisors and Social Media; New survey results on adoption of social media by financial advisors, financial planners, investment advisors and investment brokers
Trends in Successful Financial Advisor Business Practices Maximizer Software
The document summarizes the findings of a 2014 survey conducted by Maximizer on trends in the financial advisor industry. It includes profiles of several speakers at a related event, as well as charts and statistics on advisor demographics, practices, technology usage, client acquisition and retention. Key findings are that top performing advisors have lower client attrition, are more confident in growing income, invest more in technology like CRM systems, and leverage mobile access to improve efficiency. Regulatory change and operational complexity are also cited as obstacles to advisor growth.
The Lenox Difference for you and your ClientsSarah E. Byrne
Lenox Advisors provides financial advisors with support from specialists in areas like insurance, asset management, and financial planning. Advisors have access to resources that allow them to offer complete wealth management services and position themselves as clients' preferred advisors. The firm's technology and professional development programs support advisors in efficiently managing their practices and pursuing career goals. Advisors can earn commissions, fees, bonuses, and potentially buy out their book of business, offering the opportunity to build wealth for themselves and their clients.
This document provides an overview of career opportunities for career changers as a financial services representative affiliated with MassMutual. It summarizes that representatives help clients achieve financial security through needs-based strategies and comprehensive financial solutions, while also having opportunities for attractive financial rewards, support through training resources, and potential for building their own successful business. Representatives leverage MassMutual's long history and financial strength to serve clients.
Pete the Planner shows you how to create financial momentum. Is your financial life stagnant? If so, these tips will get you headed in the right direction.
Pete the Planner is radio host, author, and speaker. In 2012 he was named the 4th most influential personal finance broadcaster in the US by Cision. Learn more at PeteThePlanner.com
Real estate, like many other industries, faces the reality of an aging work force and must take on the task of succession planning. ERA Real Estate identified that recruiting additional members of Generation Y was a necessary part of this process and set out to identify recruiting best practices for the real estate industry. The findings, many of which debunk current thinking about Gen Y, provide key tactics, messages and area of opportunity to enhance recruiting efforts of this segment, in the real estate industry and beyond. For full report visit - http://www.era.com/Pages/ERAResearch.aspx.
This prestigious client has been successfully servicing the expatriate community in Asia for over 10 years, providing banking, investments, retirement and insurance planning services. They are seeking to hire an experienced financial planner to develop new clients and referrals in Malaysia, offering a £1000 monthly draw for the first 3 months, work permits, and uncapped commission-based compensation. The role would allow advisors to take advantage of the lower cost of living and higher earning potential compared to places like the UK.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers and executives without adding costs or administrative burden.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service and personalized attention to help attract and retain key talent through competitive benefits.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs with discounted individual insurance and executive benefit strategies. Lenox treats clients' executives as their own by providing extraordinary service, including one-on-one consultations to understand executives' unique situations and help them implement insurance protection strategies. This adds value for employers without additional costs or administration.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers without adding costs or administrative burden.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one assistance to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance on their unique situations. There is little administrative burden on the company as Lenox handles coordination, communications, and ongoing support. This adds value for executives and helps with talent attraction and retention without additional costs to the company.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance from skilled professionals to understand available benefits and design protection strategies suited to their needs. Lenox's offerings add value for both executives and companies without additional costs or administrative burden for companies.
Lenox Advisors is a wealth advisory firm that focuses on high-net-worth individuals and corporate clients. They coordinate all aspects of their clients' financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and more. For corporate clients, they provide group insurance benefits, executive carve-out programs, and retirement plan consultancy. Lenox aims to reduce the complexity in their clients' financial lives through a holistic and integrated approach.
Lenox Advisors is a private wealth management firm that offers comprehensive financial planning and asset management services to high net worth individuals. They aim to simplify clients' financial lives by taking on the role of a personal chief financial officer (CFO) and coordinating all aspects of clients' financial matters. Their holistic Lenox CFOTM program integrates investments, tax planning, insurance, retirement planning and estate planning. Lenox provides a team of specialists to craft tailored strategies and oversee clients' financial goals and portfolios. Their goal is to reduce complexity and increase clients' financial security through a single-source, independent and integrated wealth management solution.
Investment News Social Media Report - August 2013; Advisors and Social Media; New survey results on adoption of social media by financial advisors, financial planners, investment advisors and investment brokers
Trends in Successful Financial Advisor Business Practices Maximizer Software
The document summarizes the findings of a 2014 survey conducted by Maximizer on trends in the financial advisor industry. It includes profiles of several speakers at a related event, as well as charts and statistics on advisor demographics, practices, technology usage, client acquisition and retention. Key findings are that top performing advisors have lower client attrition, are more confident in growing income, invest more in technology like CRM systems, and leverage mobile access to improve efficiency. Regulatory change and operational complexity are also cited as obstacles to advisor growth.
The Lenox Difference for you and your ClientsSarah E. Byrne
Lenox Advisors provides financial advisors with support from specialists in areas like insurance, asset management, and financial planning. Advisors have access to resources that allow them to offer complete wealth management services and position themselves as clients' preferred advisors. The firm's technology and professional development programs support advisors in efficiently managing their practices and pursuing career goals. Advisors can earn commissions, fees, bonuses, and potentially buy out their book of business, offering the opportunity to build wealth for themselves and their clients.
This document provides an overview of career opportunities for career changers as a financial services representative affiliated with MassMutual. It summarizes that representatives help clients achieve financial security through needs-based strategies and comprehensive financial solutions, while also having opportunities for attractive financial rewards, support through training resources, and potential for building their own successful business. Representatives leverage MassMutual's long history and financial strength to serve clients.
Pete the Planner shows you how to create financial momentum. Is your financial life stagnant? If so, these tips will get you headed in the right direction.
Pete the Planner is radio host, author, and speaker. In 2012 he was named the 4th most influential personal finance broadcaster in the US by Cision. Learn more at PeteThePlanner.com
Real estate, like many other industries, faces the reality of an aging work force and must take on the task of succession planning. ERA Real Estate identified that recruiting additional members of Generation Y was a necessary part of this process and set out to identify recruiting best practices for the real estate industry. The findings, many of which debunk current thinking about Gen Y, provide key tactics, messages and area of opportunity to enhance recruiting efforts of this segment, in the real estate industry and beyond. For full report visit - http://www.era.com/Pages/ERAResearch.aspx.
This prestigious client has been successfully servicing the expatriate community in Asia for over 10 years, providing banking, investments, retirement and insurance planning services. They are seeking to hire an experienced financial planner to develop new clients and referrals in Malaysia, offering a £1000 monthly draw for the first 3 months, work permits, and uncapped commission-based compensation. The role would allow advisors to take advantage of the lower cost of living and higher earning potential compared to places like the UK.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers and executives without adding costs or administrative burden.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service and personalized attention to help attract and retain key talent through competitive benefits.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs with discounted individual insurance and executive benefit strategies. Lenox treats clients' executives as their own by providing extraordinary service, including one-on-one consultations to understand executives' unique situations and help them implement insurance protection strategies. This adds value for employers without additional costs or administration.
Lenox Corporate Benefits provides personalized benefits consultation and voluntary benefit offerings to executives through a consultative process. They design and implement corporate voluntary benefit programs and executive benefit strategies. Lenox treats clients with extraordinary service, providing the attention of a specialty firm alongside the resources of a large operation. They become accountable to clients, their executives, and themselves to ensure executives receive individualized attention throughout the enrollment process. Their services add value for employers without adding costs or administrative burden.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one assistance to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance on their unique situations. There is little administrative burden on the company as Lenox handles coordination, communications, and ongoing support. This adds value for executives and helps with talent attraction and retention without additional costs to the company.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one guidance from skilled professionals to understand available benefits and design protection strategies suited to their needs. Lenox's offerings add value for both executives and companies without additional costs or administrative burden for companies.
Lenox Advisors specializes in designing and implementing corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. They provide personalized benefits consultation and support for executives. Executives receive one-on-one consultations to understand available benefits and how they fit their needs. There is no additional cost or administration burden to companies, as employees choose and pay for offerings. Lenox handles administration and support so companies gain value without adding resources.
This document describes the services offered by Lenox Corporate Benefits, including providing personalized benefits consultation and voluntary benefit programs for executives. Lenox works with companies to design and implement corporate voluntary benefit offerings with discounted individual insurance and executive benefit strategies. Their services are intended to help attract and retain key talent for their client companies while minimizing additional costs or administrative burdens.
Lenox Advisors has developed expertise serving hedge funds through providing customized benefits packages, executive carve-out programs, and deferred compensation plans. They also serve as personal CFOs for senior hedge fund executives, coordinating financial planning through their proprietary Lenox CFO platform. Lenox offers both corporate and individual services to hedge funds, including group benefits, an internet-based HR system, retirement plan consulting, family office services, financial planning, risk management, and accounting support.
Lenox Advisors helps companies design voluntary benefits programs for executives that provide additional insurance coverage without increasing costs or administrative burdens for the company. They work directly with each executive to understand their individual needs and recommend customized insurance solutions. This personalized approach increases participation in benefits programs while relieving HR departments of handling questions. Lenox Advisors aims to treat clients' executives as their own by providing exceptional service.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Lenox Advisors helps corporate clients set up voluntary carve-out programs to provide supplemental insurance coverage for highly compensated executives. Standard long-term disability and life insurance plans often do not adequately replace the lost income of senior executives if they become disabled. Lenox Advisors works with insurance carriers to coordinate these supplemental programs, educate executives about available policies, and ensure coverage meets individual needs and financial goals. The firm provides personalized support services to both clients and executives.
Thomas Henske and his partners at Lenox Advisors have found success targeting financial executives on Wall Street who are too busy to manage their own finances. As "Personal CFOs," Lenox advisors coordinate all aspects of clients' financial lives, including retirement and estate planning. Henske's initial meetings focus on understanding clients' values to ensure their lifestyle and finances are aligned. Access to a large pool of prospects in the condensed Wall Street area allows Henske to be efficient. The firm uses a web-based platform to provide coordinated oversight of clients' complete financial picture.
OneVue RE Services delivers specialist responsible entity (RE) services to investment managers offering managed investment schemes. RE clients range from established domestic investment managers to recognised global brands all creating product for Australian investors. Custodians can also package OneVue's RE services with their custody and unit registry services creating a one-stop shop for investment managers.
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.