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Featured Coach
Stephen Winks
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| Bio: |
| As founder of The Society of Senior Consultants, publisher of Senior Consultant and chairman of PCT Publishing, Stephen C. Winks brings extensive senior level management experience within the financial services industry. Mr. Winks ran the third largest investment management consulting initiative on Wall Street. As president of FSC Advisory, he worked with John Bell Keeble, the father of financial planning, founder and chairman of Financial Services Corporation (then the largest financial planning firm in the U.S.), who coined the phrase "financial services". At Wheat First Securities, he built and managed most of the major financial product areas which accounted for over a third of the firm's revenues and a larger portion of its bottom line. |
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| Coaching Services For: |
| Advanced,Executive,Group |
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| Proximity: |
| Not Applicable |
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| Specialty(s): |
| Risk Tolerance, High Net Worth Strategies, High-Level Advice, Portfolio Performance and Evaluation, Managed Money, Fee-based business |
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| Virtual Coaching Available: |
| no |
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| Fees: |
| Customized services, dependent on scope and nature of the engagement and time commitment entailed. |
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