Randy Kerman is the Director of Business Development at Freedom 55 Financial. He has over 24 years of experience in the financial industry and holds credentials including CFP, CDFA, and RHU. Freedom 55 Financial is part of a larger group of companies that includes insurance and investment management firms. Randy works to recruit and train new advisors, determine if candidates are a good fit, and qualify candidates based on factors like work experience, education level, and earnings. He seeks out leaders in the community who may be interested in a financial advising career.

1. Randy Kerman, CFP,CDFA,RHU
Randy Kerman, CFP,CDFA,RHU
Director, Business Development

2. Randy Kerman, CFP,CDFA,RHU
Randy
 11th
Year in Advisor Development
 Freedom 55 Director Roles, And as a Principle of Eagle
Ridge Financial Services Ltd.
 Industry Credentials: CFP,CDFA,RHU
 Director Appointment 2000, Freedom 55 Financial
 24 Years of industry growth

3. Randy Kerman, CFP,CDFA,RHU
Why F55
 Brand Recognition
 Depth and Breath of Products
 Expertise
 Training and Support
 Compensation

4. Randy Kerman, CFP,CDFA,RHU
Our Combined Companies
Power Financial
Corporation
Great – West
Lifeco Inc.
Partnership with
National Bank
For Banking Services
IGM
Financial Inc.
London Life
Insurance Co.
Canada Life
Assurance Co.
Freedom 55
Financial
Investors Group
Inc.
Mackenzie
Financial Corp.

5. Randy Kerman, CFP,CDFA,RHU
RPRP/PDFs
Tax & Estate Planning
Consultants
New advisor
training manager
RIS Managers
LB Managers
Group
SpecialistsGroup Retirement
Services
Mortgage
Specialists
Development
credits
Private Wealth
Counsellors
Training Manager
Advisor
Director, Productivity
Development
MA support
LOB
marketing
Director, Business
Development
Life
Managers
Support

6. Randy Kerman, CFP,CDFA,RHU
How we determine fit
 Personality Profile
 Market Assessment
 Market Survey’s
 Business Plan
 Marketing Plan
 Income and activity forecasting
 Client introduction Process

7. Randy Kerman, CFP,CDFA,RHU
Qualifying a Candidate
1. Manager, Executive, Sales, Financial
Services, Self employed, Commission
Employee…They are a winner
2. University Education
3 Currently working
4. 10 years work experience
5. Earning over $75K

8. Randy Kerman, CFP,CDFA,RHU
My Approach
To: JoeReferral@Gmail.com
From: randy.kerman@f55f.com
Cc: Fred@yahoo.com
Subject: Fred’s been bragging about you.
Hello Joe, I met with Fred recently, he suggested you may be
open to an informal chat about a Career in Financial
services.
I have you at 647 555-5555, please propose a good time.
In the mean time feel free to Google me or click my site linked
below,
Best Regards, Randy

9. Randy Kerman, CFP,CDFA,RHU
A good Candidate
 Interviewing with Bank, Edward
Jones, Sun Life, RBC Insurance,
Investors Group
 50 ish Years old, Professional
volunteered for a package
 Considering being a Mortgage Broker
or Real-Estate

10. Randy Kerman, CFP,CDFA,RHU
A good Candidate
 30 ish, year old married, in sales,
superstar, smart, outgoing, aspires to
make Six Figures
 40 ish, “Consultant” looking for a better
business model
 Small or new accounting Practice, HR
Block or Does “Tax Returns on the side”

11. Randy Kerman, CFP,CDFA,RHU
A Leader….
 Leader on the executive of the
Board of Trade
 Sits on a Board to raise money for
their Charity of Choice
 Activity in a Community
Organization

12. Randy Kerman, CFP,CDFA,RHU
Do you know an Outstanding person who…
 Is a “Middle Manager” in a Family run
business concerned about his
advancement
 Is a Sales manager complaining
about his hours work conditions, or
boss
 An account executive who is so
successful they just got their Territory
cut in half

13. Randy Kerman, CFP,CDFA,RHU
Spies
 Branch Manager of a Bank
 Financial Advisor in a Bank
 Executive out placement Services