MEET YOUR AMP TEAM
Matt Baldridge, Advisor Development Consultant
As an Advisor Development Consultant, I partner with insurance agents, registered reps, and investment advisor representatives to help with marketing, sales, and business operations.
I am prepared to earn your business and be an extension of your team. I make it easy for you to find the right solution for each client and get more out of your effort. My #1 Priority is to assist Ambitious Financial Advisors looking to Simplify, Manage, and Grow their business. Here at InsurMark we provide the people, processes, and technology to increase your success. You provide the “desire” and I provide the “formula.”
If you are a retirement planner or work with annuities, I would love to have a conversation with you to see if our tools and systems could help take your retirement income business to the next level!
I have over 20 years in the financial industry as an investment wholesaler, annuity wholesaler, loan officer, and financial advisor. With two billion in career sales across multiple product lines, I have familiarity with Mutual Funds, Exchange-Traded Funds, Closed-End Funds, and all types of annuities. I love developing systems and processes to facilitate growth and efficiency. I am happy to leverage multiple facets of knowledge and experience to help you.
Personally, I have spent most of my days in Southern California and a couple of years in New York City. I have been married for over 20 years and have three teens. I love the outdoors, camping, backpacking, fishing, snowboarding, and am two-wheel crazy (mountain biking and motorcycling). I love to try new things, next will likely be pickleball.
Finally, I am always happy to hear from you.