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Laurie Stack
Business Relationship Manager - Business Development - Leadership - Operations and Service - Compliance
Professional Background
Laurie Stack is a highly respected professional in the financial services industry, boasting a rich career characterized by her commitment to excellence and a keen ability to foster long-lasting client relationships. Throughout her career, she has demonstrated remarkable leadership skills, excelling in oversight and innovation across various departments and functions within the financial landscape. Laurie is particularly adept at creating collaborative teams that provide exceptional customer service while maintaining high standards of production quality.
In her current role as Vice President of Business Development at Avantax Wealth Management℠, Laurie plays a pivotal role in driving growth and promoting new business initiatives. Her strategic vision and hands-on approach have proven instrumental in establishing new lines of business, effectively positioning the company for sustained success in a competitive market.
Prior to her tenure at Avantax, Laurie amassed a wealth of experience in various senior positions across notable organizations. As Senior Vice President at LPL Financial, she held several key roles, including Head of Relationship Management and Senior Vice President of Governance Risk and Compliance. Her work significantly contributed to LPL's reputation as a leader within the financial services sector. Her focus on compliance and operational efficiency has been a cornerstone of her career, ensuring that the organizations she has been part of are not only successful but also adhere to industry regulations and best practices.
Laurie’s previous experience also includes her time as Director of Business Development at The Wealth Consulting Group and Business Relationship Manager in operations and service compliance, underscoring her versatility and ability to navigate various sectors within the financial industry. Her experience as Vice President of Registration Services at LPL Financial further solidifies her expertise in licensing and qualifications, elements that are critical to the success of financial advisory services.
Education and Achievements
Laurie holds a Bachelor of Arts degree in Organizational Leadership from the Forbes School of Business and Technology. Her educational background laid the foundation for her impressive career, equipping her with essential skills to lead teams and drive business growth. She has been recognized multiple times for her contributions to the industry, including her active participation on various panels and committees, demonstrating her dedication to professional development and industry advancements.
Her affiliations with organizations such as the Securities Insurance Licensing Association (SILA) and the Financial Industry Regulatory Authority (FINRA) reflect her deep commitment to the financial services community, ensuring that she remains at the forefront of industry trends and regulatory changes.
Affiliations
Laurie's involvement in professional organizations is extensive. Currently, she serves on the Securities and Regulatory Panel with SILA as a speaker, sharing her insights and expertise with fellow professionals. She has also been a member of the Licensing and Registration Council for FINRA since 2015, highlighting her dedication to important regulatory affairs that define the industry.
Her previous commitments include serving on the Government Affairs and Broker Dealer Committees for the Insured Retirement Institute (IRI) from 2011 to 2015, and being a member of the APLIFI’s User Group Committee from 2012 to 2014. From 2010 to 2015, Laurie was an active member of the NAILBA Government Affairs Committee, where she contributed to critical discussions about legislation affecting the industry.
Notably, Laurie’s role on the Executive Committee for the Association of Registration Management from 2004 to 2011 was pivotal, as she helped shape policies and best practices that govern the registration and licensing aspects of the financial services sector. She has also contributed to the CRD Users Group Committee and the NASD Registrations and Qualifications Committee from 2000 to 2006, further extending her influence and leadership within the industry.
Achievements
Laurie’s reputation as a results-oriented leader is built on numerous achievements throughout her career. Her ability to cultivate strong relationships with clients and partners has not only resulted in high customer satisfaction but also secured repeat business that has contributed to the financial growth of the organizations she has been part of.
By establishing new lines of business and collaborating with various teams, she has successfully transitioned organizations into new market segments, thus broadening their reach and solidifying their status within the competitive financial landscape. This adaptability and foresight highlight Laurie’s strategic mindset and her invaluable role as a leader and innovator.
Laurie has also received recognition from her peers for her contributions at industry conferences and seminars, where she often shares her insights on compliance, operational excellence, and client relationship management. Her speaking engagements not only underscore her knowledge but also her passion for mentoring others within the industry, fostering a culture of continuous learning and development.
In summary, Laurie Stack is not only recognized for her extensive industry experience and strong leadership skills but also for her unwavering commitment to service excellence and professional growth. Her journey through the financial services sector illustrates a dynamic career dedicated to promoting best practices, ensuring compliance, and fostering strong, impactful relationships with both clients and industry stakeholders.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.