Behavior-based personal development for financial services companies
Co-founder of ConferenceAdit. Experts in the application of technology to enhance sales within financial services firms.
Martha’s comprehensive understanding of advisors, and in-depth experience in building robust infrastructures has led to AdvisorAdit’s industry-first capabilities. Martha draws on over 25 years of financial services experience focused on business strategy, process and growth providing consultation to some of the nation’s largest advisory firms and broker/dealers. As a Vice President and Senior Relationship Manager at Fidelity Investments, Martha managed many of Fidelity’s largest RIAs for ten years. Martha earned her Bachelor’s Degree at Columbia University and she holds Master’s Degree from NYU Stern School of Business.
-Extensive financial services experience.
- Deep understanding of RIA marketplace.
- Strong strategic planning capabilities.
- Excellent program development and execution skills.