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Michelle Loar
Regional Account Manager at Dalton Education
Professional Background
Michelle Loar is a dedicated and self-motivated professional in the financial services education sector, immensely passionate about guiding students on their journey to becoming Certified Financial Planners (CFP®). As a Regional Account Manager at Dalton Education, Michelle plays an instrumental role in helping clients navigate the complex path toward achieving their CFP® designation. Her expertise in managing client relationships and understanding the educational components necessary for success in the financial advising field sets her apart as a leader in her domain.
At Dalton Education, Michelle leverages her wealth of knowledge and experience to assist aspiring financial advisors in mastering essential subjects such as investments, insurance, and estate planning. With her guidance, students are empowered to take significant steps toward enhancing their careers and achieving their professional goals in financial advising.
Education and Achievements
Michelle holds a degree in Merchandising and Business from Florida State University, where she laid the foundation for her expertise in business management and client relations. Throughout her career, she has accumulated a wealth of experience in various roles that showcase her strong leadership qualities and diverse skill set.
Before her current position at Dalton Education, Michelle served as a Sales Account Manager and Event Sales Manager at Topgolf, where she excelled in fostering client relationships and executing successful events. Her time in the event planning industry, including her role as an Event Planner at Little Gardens, allowed her to develop a keen eye for detail and a strong sense of organization, both of which are invaluable in her current role.
Prior to her work in sales and event management, Michelle also held significant positions such as the Associate Director of Admissions at The Art Institute of Atlanta, showcasing her capability in recruitment and education—a role that undoubtedly contributed to her understanding of student needs and aspirations. Early in her career, she honed her skills with various internships, including roles at Polo Ralph Lauren, where she worked as a Product Development Intern, and Young Life, serving as a Retail Intern. Her background in design as an Assistant Designer at Alter Design adds an additional layer of creativity and innovation to her professional journey.
Notable Achievements
Throughout her diverse career, Michelle has consistently demonstrated her ability to lead and inspire others. Her pivotal role at Dalton Education marks her commitment to mentoring the next generation of financial advisors. She is not only invested in her clients' success but is also dedicated to ensuring that they receive the highest level of educational support as they pursue the prestigious CFP® designation.
In addition to her professional success, Michelle's involvement in organizations and her contributions to the education sector reflect her overarching passion for financial literacy and professional development. By helping students tackle the intricate details of financial advising, she fosters a culture of excellence and continuous learning within the financial community.
In conclusion, Michelle Loar is more than just a Regional Account Manager; she is a guiding force for aspiring financial planners, driven by a desire to educate and empower her clients, enabling them to achieve professional fulfillment and success in the financial advisory realm.
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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:
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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.
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