Geophyrd1
H Jeffrey Spivack
Head of Planning (formerly), Janney (formerly)
Senior Sales, Training, Marketing & Financial Planning Director
Licenses: Series 7 v 24 v 63 v 65 v Life v Health v Variable Annuities
Extensive experience in developing salespeople, managing firm wide training and development initiatives, building and measuring firm-level wealth planning efforts, and designing/implementing advisor/sales based business plans. Specific expertise in Sales Development consulting and leading high-level technology-driven special projects. Subject Matter Expert on several industry councils and advisory boards, and frequent presenter at numerous firm and industry functions, Authored a series of articles on planning-centric business practices for industry and internal publication.