Page 26 - Investment Advisor - November 2023

solutions specialists who partner closely with financial advi- Kevin Keller, CFP Board
sors and client teams across Merrill Wealth Management and Keller and his staff are in the second year advanc-
BofA Private Bank. Fahmy was selected as a global ambassador ing a five-year strategic plan to help CFP Board
for BofA’s partnership with Vital Voices, a program that brings meet its commitment to increasing the public’s
together global female leaders from public and private sectors to awareness of CFP certification and access to a
mentor women from emerging markets engaged in small business diverse, ethical and competent financial planning workforce. Early
and social enterprises. in 2023, Keller led the board through an organizational transforma-
tion, establishing a new 501(c)(6) to house the organization’s cer-
Jodi Perry, raymond James tification functions while keeping CFP Board Center for Financial
As president of Raymond James’s independent Planning as a charitable program in a 501(c)(3) designation. Keller
contractors division, Perry is responsible for also oversaw the rollout of the Psychology of Financial Planning
the channel’s management and business growth, curriculum, which enables CFP professionals to better understand
recruitment of experienced advisors and risk the hidden forces affecting clients’ financial decisions.
management, as well as the creation and implementation of
strategic initiatives. Most recently, she spearheaded the cre- Joe Larizza, Mirador
ation and launch of the Corporate RIA channel. Fee-only advi- Larizza opened his reporting services company in
sors using Corporate RIA operate as independent contractors 2015. In the last 12 months under his leadership,
without needing to establish and manage an independent RIA, Mirador has expanded its offerings, launching
with unlimited access to the firm’s infrastructure of advisor Gateway, a secure and advanced digital portal
services. Perry continues to provide mentorship, guidance that offers an efficient way for advisors and their clients to com-
and leadership to others within the firm, the industry and municate and share portfolio-related information in real time.
her community. Following a strong 2022, Mirador recently opened new head-
quarters in Stamford, Connecticut, and additional offices in the
dimple shah, Advisor Group U.S. and Scotland, bringing the total number of locations to seven.
In 2022, Advisor Group appointed Shah the Mirador also appointed a new board member, hired a chief finan-
firm’s executive vice president of corporate strat- cial officer, and doubled its client services team.
egy to help lead growth. She quickly crystallized
the firm’s four pillars of corporate strategy and Fintech/tAMP Platforms
galvanized some 3,000 home office employees and 10,000 finan-
cial advisors around this strategy. She designed a corporate RIA Barrett Ayers, Adhesion Wealth
platform to recruit and retain fee-only advisors. Shah also devel- Advisor solutions
oped a new advisor training program — AG University — which In 2022, Ayers championed the launch of Adhesion
enables advisors to transform their practices around holistic Connect, a program to match tuck-in RIAs looking
wealth planning. And she led the creation of Advisor Group’s for scale with enterprise clients who seek acqui-
digital strategy, providing strategic direction for a digital spend sition and affiliation affiliates. He also rolled out the Adhesion
of some $35 million. Alliance program, designed to help asset managers on the firm’s
platform gain visibility and relationship insights into the Adhesion
Consulting Firms advisory community. Under Ayers’s leadership, Adhesion also
introduced the Tax Alpha reporting module on the firm’s Manager
Megan Carpenter, FiComm Partners Exchange, which allows an advisor to visualize and communicate
As head of women-owned FiComm, Carpenter benefits received from active tax management. And in 2022, he
is known as the creator and evangelist for the negotiated the acquisition of Adhesion with AssetMark.
“New Skool” mindset, encouraging authenticity
and vulnerability as a way for financial advisors Kim Crawford Goodman, smarsh
and the industry to make more meaningful human connections. Since she became chief executive a year ago,
In 2022, FiComm rolled out the Advisor Marketing Bootcamp Crawford Goodman has repositioned the firm to
with the goal of turning every advisor into a self-powered market- serve wealth management firms and global financial
ing engine through coaching on message development, market- institutions, both of which need to meet regulatory
ing planning and digital execution. It also introduced FiComm requirements for digital communications. Because these two groups
Studios, which produces custom creative programs for new and have unique needs and regulatory responsibilities, she created a more
existing brands to help advisors elevate leadership and capture customer-centric organization by expanding the executive leadership
greater market share. team and hiring the firm’s first people and diversity officer. Crawford

24 Investment AdvIsor November 2023 | ThinkAdvisor.com