Bill Meredith
Business Development Consultant at Synchronize
Based in Scottsdale, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Scottsdale
Industry
Financial Services
Company size
21
Contact information
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b•••••••@mysynchronize.com
Phone
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Background
About Bill Meredith
The financial advice landscape has changed, and with that change, we believe more clients want a comprehensive client experience. The days of having an insurance agent, investment adviser, and other financial professionals providing fragmented advice are over. We believe the financial advisor is uniquely positioned to best serve as the financial quarterback for clients. For this reason, we created The Comprehensive Advisor, which helps financial advisors incorporate the risk management conversation into their practice. We offer life insurance, fixed annuities, long-term care, and disability insurance from all the top carriers and provide hands-on support for you and your staff. If you are a financial advisor or RIA who is focused on providing a comprehensive client experience, I can help. We have created streamlined ways to incorporate the right conversation at the right time in a client's life. Please contact me at wmeredith@sbgroupinc.com or at 816.769.44023 for an introductory call.
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