Gary Schwartz, CLU

Title: Senior Vice President
Company: North Star Resource Group
Traveling From: Minneapolis, Minnesota

Gary is the Senior Vice President of Advisor Growth and Development for North Star Resource Group. North Star represents a fully integrated array of financial services and products for individuals and businesses. Over 130 advisors and their teams serve 90,000+ clients in 16 states. They are a national leader in providing financial services to medical, dental and legal professionals. Gary provides professional consulting services to associates on developing teams and composite practices, succession planning and overall executive leadership. He also specializes in providing experienced advisor coaching services and developing practice management analytics designed to improve practice productivity and effectiveness.

Practice on Purpose - Achieve the Financial Advice Practice You Desire and Your Clients Deserve was published in June 2014. Gary joined with Phil Richards and Ed Deutschlander in authoring this leading practice management resource. The book was launched at the 2014 GAMA Thailand and AFA conference in Singapore. The premise of the book is to raise the sense of purpose and value an advisor can achieve with their practice. This includes how to attract and retain clients who want a superior experience in a well run client service model, capturing financial advice as its own value, reaching a million dollar sustainable revenue practice and executing a successful business continuation plan that recognized the equity value of the practice. Practice on Purpose reframes the advisor experience.

Gary received his bachelor's degree from the University of Minnesota in business administration where he was active as a Martin Luther King Economics tutor, elected to the Business Board, the student governing board of the business school and was selected for the all university student leadership award. He subsequently received a master's in industrial psychology also from the University of Minnesota.