Josef Waltenbaugh
Vice President of Advisor Success
Detroit, Michigan, United States
Professional Overview
Josef Waltenbaugh is an experienced financial services executive with a proven track record of driving success for financial advisors. As the Vice President of Advisor Success at Signal Advisors, he leverages his expertise in coaching, business development, and operations to empower financial professionals and optimize their practice performance.
Experience Summary
Current Role
As the Vice President of Advisor Success at Signal Advisors, Josef is responsible for overseeing the firm's advisor coaching and support programs. He works closely with financial advisors to help them enhance their skills, expand their client base, and increase the efficiency of their practice operations. Under his leadership, Signal Advisors has seen a significant improvement in advisor productivity and client satisfaction.
Career Progression
Prior to his current role, Josef served as the Vice President of Coaching at Signal Advisors, where he developed and implemented innovative coaching strategies to help advisors achieve their professional goals. Before joining Signal Advisors, he held the position of EVP, Business Development at RetireUp, where he played a key role in expanding the company's client base and driving revenue growth. Josef also has experience as an Investment Adviser Representative at Kelly Capital Partners of Michigan and as the Co-Founder and COO of RepPro, a financial technology startup.
Academic Background
Josef holds a Bachelor's degree in Finance from the University of Michigan, where he graduated with honors.
Areas of Expertise
- Financial advisor coaching and practice management
- Business development and client acquisition
- Financial technology implementation and optimization
- Operations and process improvement
- Strategic planning and execution
Professional Impact
Throughout his career, Josef has been recognized for his ability to drive measurable results for financial professionals. At Signal Advisors, he has implemented a comprehensive coaching program that has helped advisors increase their client assets under management by an average of 25% over the past two years. Additionally, he has spearheaded the integration of cutting-edge financial technology solutions, resulting in a 30% increase in operational efficiency for the firm's advisor network.
Conclusion
With his extensive experience in the financial services industry and a proven track record of success, Josef Waltenbaugh is well-positioned to continue making a significant impact as the Vice President of Advisor Success at Signal Advisors. His dedication to helping financial advisors achieve their goals and his ability to drive measurable results make him a valuable asset to the firm and its clients.
