Garry Gregory is a seasoned professional with nine years of experience in the financial sector, currently excelling in his role as a Partner Advocate at Empower. In this capacity, Garry serves as the primary point of contact for Advisors and Partners within a defined territory,...
Garry Gregory is a seasoned professional with nine years of experience in the financial sector, currently excelling in his role as a Partner Advocate at Empower. In this capacity, Garry serves as the primary point of contact for Advisors and Partners within a defined territory, focusing on plans generally under $5 million in assets. His expertise lies in fostering strong, long-term relationships, ensuring retention and growth for both the Advisors he supports and the firm itself. Garry's role as a Relationship Manager is pivotal; he not only addresses the immediate needs of Advisors but also collaborates closely with various internal departments to deliver tailored solutions that enhance the overall client experience.
Garry’s skill set is diverse and well-suited to the demands of his position. With a strong foundation in customer service, he excels in problem-solving and communication, ensuring that Advisors feel valued and understood. His proficiency in Microsoft Excel, Word, and PowerPoint allows him to analyze data effectively and present insights that drive strategic decisions. Additionally, Garry's leadership abilities shine through as he navigates complex situations, guiding Advisors through challenges while maintaining a focus on their long-term goals.
Key projects that Garry has spearheaded include initiatives aimed at improving Advisor engagement and streamlining communication processes, which have resulted in increased satisfaction and loyalty among partners. His commitment to excellence and continuous improvement not only enhances the Advisor experience but also contributes to Empower's mission of delivering innovative financial solutions. With Garry at the helm of partner relations, Advisors can trust they have a dedicated advocate in their corner, committed to their success and growth in an ever-evolving financial landscape.
