MEET YOUR AMP TEAM

Rob Rickard, VP, Senior Advisor Development Consultant

I have over four decades in sales and marketing within the securities, real
estate and insurance industries. As a senior executive with a Fortune 500
company, managing partner of my own investment firm, past school board
president and member of multiple boards, my track record and affiliations
demonstrate a high level of professionalism, as well as providing you—the
advisor—with unique viewpoints to every situation that might arise in the
growth of your practice.

My years in senior management with a national independent marketing
organization give me firsthand knowledge of the obstacles a producer
encounters, as well as the steps to take in moving beyond them. I am very
passionate about my role in your practice. My dedication to service is what
sets me apart from other marketers. Accessibility, enthusiasm, and
personalized service are my trademarks.

At the beginning of 2018, a hand-picked group of advisors were chosen to
develop AMP (Advisor Mentorship Program). AMP is for advisors looking to
link themselves to a network of successful advisors across the country and
share best practices. This program continues to grow and has helped our
advisors stay focused on achieving their goals, while adding value to their
practice and developing Business Alpha through our resources here at
Insurmark. Business Alpha is defined as the extra benefit that separates your
firm from your competition which attracts clients to work with you. In 2018
the advisors involved in AMP Doubled their production collectively as a group.
In 2019, this same group of advisors grew their business an additional 25%.,
2020, up 23%, 2021 up 24% and 2022 up 34%.

If you are an independent advisor seeking to establish a practice based on
integrity, leadership, and growth, then creating a relationship with InsurMark
and my team should be on your immediate “to do” list. We are dedicated to
you—the independent advisor—through an ongoing relationship that’s
stronger and more supportive than any others you might have known.
Everything we do is committed to making sure you have the resources and
team support necessary to provide the very best solutions to you, your clients,
and your practice.

713.808.8539

rrickard@insurmark.net

Learn more about how AMP can change your business trajectory, schedule a call with Rob or complete the form to request an introduction kit.