Name: Kathran Martin Job Title: President Company Name: Elite Advisor Group, LLC (EAG)Biography: Kathran J. Martin, CFP co-founded EAG with a unique perspective that comes from her extraordinary background as a financial advisor. She has been a practicing CERTIFIED FINANCIAL PLANNER™ professional for over 25 years.
She was admitted to the original Registry for Financial Planning Practitioners in the mid-80s as a result of interviews with the clients and review of client-centric services she provided over a 5-year time frame. Only 1,500 planners were ever admitted to this prestigious organization.
Kathran’s financial services career began after attending Pepperdine University and graduating from the University of California.
In 1976, she began marketing qualified retirement plans to schools, hospitals, and municipalities for a large, national marketing and insurance company.
She has the distinction of having been the top individual advisor in the 403(b) community and top of the BGA for three different insurance companies.
She appeared in Who’s Who in American Women.
Kathran has been recognized repeatedly for outstanding service and excellence in the financial service industry. The vision she brings to sales and marketing projects today was shaped by successful sales experiences including top producer awards in the same year from multiple insurance carriers. Social Networks:
EAG is a consulting firm providing innovative marketing services. Focusing on financial services sales & distribution, engagements span from ideation to execution and beyond, with goal of exceeding conversion goals & building smart brand identities.
Company Announcement: Join us for for the “Insider Insights for Income Planning Professionals” part II webinar on March 13 at 3:30 PM CT.
Kerry Pechter, editor of the Retirement Income Journal and RIJ Advisor, will bring you the absolute latest inside news about using annuities (including DIAs, CDAs and longevity insurance) and other solutions in order to build a more client-centric planning practice.
Register here: http://marketing.eagmarketing.com/acton/form/4605/0005:d-0007/0/index.htm
Keep up with our events and educational webinars: http://www.eagmarketing.com/upcoming-events/