MINNEAPOLIS — Gary Schwartz, CLU®, ChFC®, CRPC, Executive Vice President of North Star Resource Group, was invited to speak at the annual GAMA Hellas Conference in Athens, Greece on Feb. 9 and 10, 2018. The conference hosted 450 attendees hailing from Greece, Crete and Cyprus.
Now in its 6th year, the annual conference, sponsored by GAMA International’s LAMP (Leadership and Management Program) conference, provided a theme of “Move your team to the next level” for its audience made up of managers of financial advisors. Schwartz’s presentation, titled “Building a Future Facing Financial Practice,” took place over a two-day period at the Athens Concert Hall, Megaron. He spoke on a variety of leadership and development topics, including building a practice on purpose, achieving the financial practice one desires and clients deserve, how to attract and retain clients, and leadership lessons for leading financial advisors.
Schwartz has over 40 years of experience within the financial services industry, starting his career with Minnesota Mutual in St. Paul, MN before rising to Vice President of Field Management and Development for the Securian Financial Network and later to Franchise Field Vice President for the Twin Cities area for what became Ameriprise Financial. As Executive Vice President at North Star Resource Group, Schwartz provides professional consulting services to 130 financial advisors on developing teams and composite practices, succession planning and overall executive leadership. As a result of his leadership, Schwartz co-authored Practice on Purpose with North Star CEO Ed Deutschlander and Executive Chairman and Founder Phil Richards in 2015. In 2016, a workbook was added to accompany the book, which serves to raise the sense of purpose and value a financial advisor can achieve within their practice. Recognized internationally as a leader within the financial services profession, Schwartz has spoken at multiple conferences in the United States, Mexico, Thailand, Vietnam and Cambodia, in addition to Greece.
GAMA International is the premier association responsible for leadership and professional development within the financial services profession. While headquartered in the United States, GAMA has six international chapters, including the Greek chapter, with 5,000 chapter members outside the U.S. For more on GAMA, visit http://www.gamaweb.com.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 150 full time advisors and over 150 employees. In a network of over 40 offices in 23 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.NorthStarFinancial.com.
North Star Consultants, Inc. - Insurance Products and Services. CRI Securities, LLC - Securities and Investments. Securian Financial Services, Inc. - Variable Products and Securities.
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
**Data as of 12/31/2017
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
2033371 / DOFU 02-2018
For Immediate Release
North Star Resource Group