Ally Oakes
VP of Advisor Success
Topeka, Kansas, United States
Professional Overview
Ally Oakes is an accomplished senior leader with extensive expertise in advisor development, business growth, and client success within the financial services industry. As the VP of Advisor Success at Signal Advisors, she is responsible for driving strategic initiatives, optimizing advisor performance, and enhancing the overall client experience.
Experience Summary
Current Role
In her current role as the VP of Advisor Success at Signal Advisors, Ally oversees a team of talented advisors and client success professionals. She is instrumental in developing and implementing innovative programs to onboard, train, and support financial advisors, enabling them to deliver exceptional service and achieve their business goals. Under her leadership, the firm has experienced a 25% increase in advisor retention and a 20% improvement in client satisfaction scores.
Career Progression
Prior to her current role, Ally served as the Director of Advisor Success and the Director of Business Development at Signal Advisors, where she played a pivotal role in expanding the firm's client base and driving sustainable growth. She also held positions as the Director of Sales and Marketing at TK Business Magazine and the Senior Manager of Advisor Development at LeadingResponse, where she honed her skills in advisor coaching, marketing strategy, and business development.
Ally's early career experience includes serving as a Marketing Relationship Manager at Advisors Excel, where she developed a deep understanding of the unique challenges and opportunities facing financial advisors in the industry.
Academic Background
Ally holds a Bachelor of Science degree in Business Administration from the University of Kansas, where she graduated with honors.
Areas of Expertise
- Advisor development and coaching
- Client experience optimization
- Business growth and scaling
- Strategic planning and execution
- Team leadership and talent management
- Financial services industry knowledge
Professional Impact
Throughout her career, Ally has demonstrated a track record of driving measurable results. At Signal Advisors, she has spearheaded the implementation of a comprehensive advisor training program that has led to a 30% increase in new client acquisition. Additionally, she has played a pivotal role in developing innovative client engagement strategies, resulting in a 15% increase in client retention.
Conclusion
Ally Oakes is a strategic and visionary leader with a proven ability to elevate advisor performance and enhance the overall client experience. Her deep industry expertise, coupled with her strong leadership and business acumen, make her a valuable asset to the financial services sector. Ally is committed to continuous improvement and is dedicated to helping advisors and their clients achieve long-term success.
