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    Jeff Mount

    The first digital family office for the rest of us.

    Jeff Mount is a seasoned financial services executive currently serving as the Vice President and Wealth Advisor at Farther, a company that focuses on providing comprehensive financial planning and wealth management services. He has an extensive background in business development, having accumulated over 20 years of experience in the financial sector.

    Professional Background

    • Current Role: As Vice President at Farther, Jeff Mount is involved in strategic planning and advising clients on wealth management strategies. His role emphasizes personalized financial solutions tailored to individual client needs.
    • Previous Experience: Before joining Farther, he held various leadership positions, including President of Real Intelligence LLC and Business Development Officer at AssetMark. He has a proven track record of driving sales growth and enhancing advisor productivity across multiple financial services firms.

    Key Achievements

    • Jeff has been instrumental in securing significant assets under management, including increasing assets by $200 million during his tenure at AssetMark by onboarding over 100 new advisors.
    • He is known for creating innovative training programs for financial advisors, such as "Millionaire University," which focuses on asset acquisition and management for high-net-worth clients.

    Education

    Jeff Mount holds a Bachelor of Science in Business Administration from Ferris State University and has furthered his education with a business degree from Longwood University.

    Personal Insights

    In addition to his professional achievements, Jeff is recognized for his commitment to mentoring and developing sales strategies that enhance advisor performance. His approach combines deep industry knowledge with a passion for helping clients achieve their financial goals.

    For more detailed insights into his professional journey, you can view his LinkedIn profile here .1

    Highlights

    Jan 1 · farther.com
    Jeff Hawkins, Senior Vice President, Wealth Advisor | Farther
    Jeff Hawkins, Senior Vice President, Wealth Advisor | Farther
    Jeff Mount Profile - Worldwide Association of Notable Alumni
    Jeff Mount Profile - Worldwide Association of Notable Alumni

    Related Questions

    What is Jeff Mount's role at Farther?
    How did Jeff Mount transition from Caddis LLC to Farther?
    What are Jeff Mount's key achievements in business development?
    What is the "Millionaire University" program that Jeff Mount created?
    How did Jeff Mount transform underperforming regions in his previous roles?
    Jeff Mount
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    Location

    Fairfield, Connecticut, United States