His 25 + year successful brokerage career began in 1993 and includes 13 years as a successful financial advisor, as well as over 25,000 plus hours of individual and group coaching sessions coaching financial advisors since 2004. His financial advisory and coaching experience includes all three major channels of distribution: wire-house, bank and independent. He has personally experienced and coached successful strategies in all types of business environments so he truly understands the financial advisory industry.
Dan is frequently asked to speak at branch offices, local chapters of the F.P.A. and N.A.I.F.A and national conferences. His individual coaching and group coaching client list include advisors from A.G. Edwards, Ameriprise Financial, Ameritas Investment Corporation, Central Financial Services LPL Financial Services, Macquarie Wealth Services, Smith Barney, Morgan Stanley, H. & R. Block Financial Advisors, Merrill Lynch, Wachovia, Wells Fargo Investments, Bank of America, Edward Jones as well as varying other financial services firms.
He has published numerous articles for Financial Planning Association (F.P.A.), National Association of Insurance & Financial Advisors (NAIFA), Association of Financial Counseling, Planning and Education (AFCPE), Advisor Max, Annuity Selling Guide and Horsesmouth and is actively engaged in discussion boards and expert panels. Dan has also facilitated webinars and is a regular contributor of blog posts for those same affiliates.
Dan published his first book, 101 Advisor Solutions: A Financial Advisor’s Guide to Educate, Motivate and Inspire in December 2011. He is also the creator of the S.M.A.R.T. Start Group Financial Advisor Coaching Program, The Sustainibility Group Coaching Program, The Cumulative Group Coaching Program and The M.A.P. Group Coaching Program.
Gene had been an accomplished Financial Advisor since 1994 working for such firms as A.G. Edwards and Sons, Inc., Chase Manhattan Bank and The Bayridge Group. In 1998, Gene became a Certified Financial Planner in good standing with a clean record. In addition, he received advanced training in Investment Management through the Wharton School of Finance and the Investment Management Consultants Association. In 2002, Gene was instrumental in helping launch the Financial Life Planning Institute. His work has impacted hundreds of investment clients as well as financial advisors.
On April 3, 2006, Gene Lawrence passed away unexpectedly at age 38. He is truly missed by all.
Chuck Rutenberg, RICP®, ChFC® is a certified coach with Advisor Solutions. He has been a financial advisor for 13 years, and partner with JBA Wealth Management Group for the past four years. Prior to that, he served as CFO for subsidiaries for two Fortune 500 companies for over 30 years.
“I’ve worked with Advisor Solutions for the past three years to help build a thriving business for myself and the agency. Now as I begin to step away from the industry as an advisor, I want to share the tools and techniques that have allowed my business to thrive, with other advisors so they may achieve the same level of success in their own practices.”
After having incorporated Advisor Solutions’ tools into his own practice, he is convinced that anyone willing to use these techniques long enough to form healthy habits, will achieve whatever level of success they desire!