Jose is a seasoned sales consultant with over a decade of experience specializing in negotiating high-stakes transitions and maximizing deal outcomes for financial advisors managing portfolios over $100M. His largest move involved transitioning a $12 billion, 30-person office, demonstrating his capacity to plan futures and establish legacies for top-tier advisors while maintaining the same wholesome approach for any advisor. Jose’s strategic acumen and deep industry knowledge enable him to enhance financial outcomes and guide advisors toward impactful legacies.
Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.
