Shannan Smith serves as the Director of Operations and Sales at Goldfinger Advisory Group, where she leverages her extensive experience in the financial services and senior healthcare industries to drive strategic growth and operational excellence. With a strong emphasis on relationship building, Shannan excels in...
Shannan Smith serves as the Director of Operations and Sales at Goldfinger Advisory Group, where she leverages her extensive experience in the financial services and senior healthcare industries to drive strategic growth and operational excellence. With a strong emphasis on relationship building, Shannan excels in fostering rapport with clients, particularly at the "C" Suite level, ensuring that their needs are met with tailored retirement and financial planning solutions. Her role encompasses the management of the company database, where she utilizes advanced CRM tools such as Salesforce and ACT CRM to streamline operations and enhance client engagement.
In addition to her sales expertise, Shannan is adept in logistics and strategic planning, allowing her to develop and implement effective sales strategies that align with the company’s objectives. Her commitment to employee training and team building ensures that her colleagues are equipped with the necessary skills to excel in their roles, fostering a culture of continuous improvement and high performance. Working remotely from her home office, Shannan has adapted to the evolving landscape of the industry, utilizing technology to maintain productivity and collaboration.
Shannan's proficiency in Microsoft Office and her strategic mindset enable her to analyze market trends and identify opportunities for growth, positioning Goldfinger Advisory Group as a leader in financial advisory services. As she continues to navigate the complexities of the financial landscape, Shannan remains dedicated to empowering clients through informed decision-making and personalized service, solidifying her reputation as a trusted advisor in the field.
