Omni Financial Services is an independently owned and operated financial services firm who was looking for new advisors to add to their team. The firm provides a wide array of products and services to clients who include business owners, professionals and affluent individuals. Some of their services include business management consulting, business continuation planning, executive bonus plans, estate planning, investment management, financial and retirement planning, employee benefits, risk management consulting, property and casualty products, worker’s compensation insurance and more.
Barry Backner our Sr. Executive Recruiter in Ohio began the search for a Million Dollar Round Table Financial Advisor in the Florida market. Barry secured a top talent that had developed and implemented wealth management strategies for high net worth individuals and business owners. He had also consulted with clients on strategic asset protection and optimization, developed business strategies and financial models for private businesses, and offered financial consultations regarding business and personal investment/insurance decisions. In addition, he was responsible for sales, new client acquisition and case design along with developing solid life-long relationships with his clients and prospects. This was exactly what our client was looking for.