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Neil Kitchie
Principal at Greenwood Wealth Management
Professional Background
Neil Kitchie is a dedicated and accomplished financial advisor who has carved out a significant niche within the financial services industry through his role as Principal at Greenwood Wealth Management. With a steadfast commitment to personalized client service, Neil emphasizes the importance of building strong interpersonal relationships to facilitate favorable financial outcomes for his clients. At Greenwood, he and his team of accredited fiduciaries focus on helping clients navigate critical life milestones, such as funding their children's education, planning for retirement, and achieving their broader financial goals. Neil's straightforward mission statement, ‘We do what’s best for you,’ encapsulates the firm's ethos and commitment to client-centric service.
Under Neil's guidance, Greenwood Wealth Management has developed a reputation for excellence in financial planning and asset management. His previous role as Principal at Goodworth Kitchie & Associates laid a strong foundational experience that continues to influence his professional journey. As a registered representative with LPL Financial, Neil is equipped with a diverse array of skills, underscored by his certifications including FINRA Series 7, 63, 24, and 31. This extensive expertise allows him to skillfully navigate clients through their financial landscapes while ensuring they are well-informed and confident in their choices.
Education and Achievements
Neil began his academic journey at Indiana University Bloomington, where he earned a Bachelor of Science in Business. His education equipped him with vital knowledge about economic principles, financial management, and investment strategies that he applies every day in his practice.
Throughout his career, Neil has been recognized for his exceptional performance within the financial advisory community. Notably, in 2007, he was honored with LPL Financial's prestigious Chairman’s Club status, an accolade that is limited to the top four percent of all advisors among registered representatives at LPL Financial. This recognition reflects not only Neil's skill and dedication but also his unwavering commitment to providing stellar client service.
Neil has also participated in LPL Financial's Master’s Club Conference, showcasing his expertise and demonstrating his continued dedication to staying updated with industry standards and best practices. These accolades underscore Neil's determination to provide the best possible service tailored specifically to each client's needs.
Community Involvement
Outside of his professional obligations, Neil is actively engaged in his local community. Residing in the suburbs of Chicago with his wife and five children, he dedicates much of his free time to coaching sports teams that his children participate in. This involvement not only strengthens his family bonds but also nurtures a sense of community and teamwork among the youth in his area.
Additionally, Neil is a passionate supporter of various community charities throughout the Chicago area, contributing both his time and resources to uplift and empower those around him. His philanthropic efforts reflect his belief that a strong community creates better opportunities for all individuals, particularly in financial literacy and empowerment.
In summary, Neil Kitchie represents a blend of professional expertise and genuine compassion for people, making him an invaluable resource for anyone seeking financial guidance. His background in business, coupled with his impressive accolades and community engagement, positions him as a leading figure in the wealth management industry.
Achievements
- LPL Financial’s Chairman’s Club: Recognized for being in the top four percent of all advisors at year-end 2007.
- Master’s Club Conference: Acknowledged for exceptional performance and commitment to client service.
- Multiple Financial Licenses: FINRA Series 7, 63, 24, and 31 Registered Representative with LPL Financial.
Location
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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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- Reminders and Notes: Helps you remember important details about contacts
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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.
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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.
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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'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.
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