Gateway Financial Partners Enhances Leadership with Key Moves

Gateway Financial Partners Enhances Leadership Team

Gateway Financial Partners has made significant strides in strengthening its leadership team through a series of strategic promotions and key hires executed in the first half of the year. This initiative showcases the firm’s unwavering commitment to empower independent financial advisors. The enhancements aim to provide these advisors with robust resources across various core areas including engagement, operations, marketing, transition, finance, and compliance.

Commitment to Advisor Success

David Wood, the Founder and Chief Visionary Officer, articulated that the firm is dedicated to eliminating obstacles for advisors while assisting them in achieving their growth objectives. He emphasized the importance of investing in seasoned professionals who enhance the organization’s ability to deliver on its promises. These professionals support the company’s core values: teamwork, integrity, respect, superior client experience, and innovation.

Strengthening New Business Development

New Initiatives and Appointments

Robb Combs has been appointed as the Director of Advisor Alignment, taking the helm of Gateway’s advisor acquisition strategy. His role involves ensuring that new partners seamlessly integrate into the firm and have immediate access to essential resources. Meanwhile, Candace Byrnes has stepped in as the Opportunity Architect, focusing on identifying and cultivating strategic growth opportunities that broaden Gateway's reach while fostering partnerships within the advisor community.

Leadership in Engagement

In a bid to deepen advisor engagement, Mike Kitzman is now the Chief Engagement Officer. He will champion advisor-experience initiatives across the firm, promoting continuous feedback to enhance the overall advisor experience.

Operational Excellence in Transitions

Dedicated Support Teams

Chris Hartmann joins as a Financial Advisor Transition Specialist, enhancing Gateway's transition team to streamline the onboarding process for incoming practices. Furthermore, Jeremy Ziglar and Linda Gibson have joined as Financial Services & Operations Specialists, further supporting day-to-day operations for advisors.

Finance Driven by Data Insights

Business Analytics Integration

To augment Gateway's finance department, Josh Bernetzke is stepping in as a Business & Data Analyst. His role is critical as he will utilize analytics to inform sound business decisions that drive the firm forward.

Amplifying Brand Communications

Strategic Marketing Leadership

In the marketing sphere, Andrea Kathe transitions to the Communications & Marketing Specialist role aiming to elevate Gateway's educational outreach and enhance its brand voice significantly.

Mike Kitzman, the Chief Engagement Officer, highlighted that every hire is a strategic investment focused on areas of priority for advisors. From onboarding practices to refining operations, the expanding team is designed to alleviate the workload, allowing advisors to concentrate more on client service.

About Gateway Financial Partners

Gateway Financial Partners empowers independent financial advisors by providing comprehensive leadership, operational, marketing, and technology support. With a nationwide reach serving over 150 advisors, Gateway aims to help practices scale efficiently while delivering exceptional service while maintaining the autonomy of their operations.

Frequently Asked Questions

What recent changes have occurred at Gateway Financial Partners?

Gateway has announced several key promotions and hires aimed at strengthening their leadership and enhancing support for financial advisors.

What is the role of Robb Combs in the organization?

Robb Combs is the Director of Advisor Alignment, overseeing the advisor acquisition strategy and ensuring new partners have the resources needed from day one.

How does Gateway Financial Partners support independent advisors?

The firm provides comprehensive leadership, operational, marketing, and technology support to help independent advisors grow their businesses.

Who is the Chief Engagement Officer at Gateway Financial Partners?

Mike Kitzman has been promoted to Chief Engagement Officer, focusing on enhancing the advisor experience at the firm.

What kind of analytics role has been created within the finance department?

Josh Bernetzke has been appointed as a Business & Data Analyst, focusing on analytics to aid in sound business decisions.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

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In addition to writing, I also host webinars and workshops, where I give presentations and share my knowledge with a wider audience. I also write for top financial journals and show up as a guest analyst on financial news shows. I like to travel, spend time with my family, and keep active by playing different sports when I'm not buried in market research.

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