Financial Insights is a technology company that specializes in building software and other technology for companies in the finance management, and debt elimination areas. Our technology allows companies to get in this satisfying field with a very limited cost and low barrier to entry. More than 100 differently companies accross industries including, MLM’s, Insurance Brokers, Financial Planners, Mortgage Brokers and others, have branded our technology and sold our debt-elimination strategy through out this nation. We are on a mission to eliminate debt in America. 

Our goal is to finish developing our completely automated debt-elimination, bill pay, budget tracking, wealth-building virtual system, so that more Americans can get complete control of their finances without having to spend hours each week, paying bills, adjusting budgets, balancing checkbooks and everything else that needs to be done to have a sound debt-free portofilio at retirement.  

Chief Executive Officer / President

Initiated & headed debt elimination and payment Solutions Company led to 4 offshoot companies. Enabled company to the maximize profitability with peak revenue of $10M and 130 employees. Spearheaded leadership for business day to day operations, technology coordination & implementation, channel development, sales education & implementation, product training & development, and all other aspects of small business development. Built key technology product and integrated with major providers, enabling companies to gather client financial data and analyze it using 16 algorithms to determine most effective debt elimination and wealth building strategies. Designed complex algorithms for debt elimination products, matrices & KPIs for marketing campaigns.

Account/Sales Management

• Built Business by B2B sales with more than 150 companies nationwide 
• Created in-house B2B team with 5 reps, built to 300 companies and 2,000 representitves. 
• SaaS, built business around financial anaylitical software that we sold to other borkers.
• Designed grass roots sales programs for 40 companies, including sales procedures, sales manuals, compensation structures, KPI’s and reporting.
• Developed sales presentations/ sales strategies and information gathering process for, telemarketing floors, face to face presentations and web-based B2C presentations.
• Created and administered budgets, supervised teams and support staff, partnered with executive management to plan more competitive product, sales and brand strategies.
• Sample Sales Message  .
• Sample Presentation 1, Presentation 2, Presentation 3.

Product Development 

• Developed software for companies to brand as their own, the software allows companies the ability to gather client’s financial data and analyze using 16 different algorithms and determine the best strategy for the client to get out of debt and build wealth. With customized software and reports small companies can look large with our technology.
• Developed a “Done For You” debt elimination system.  Where we actually implement and manage a debt snowball strategy on behalf of clients.
• Developed a 52 week financial education email series, taking clients through Budgeting, Cash-flow Management, Retirement Preparation, Retirement
• Tracked, Implemented and automated customer’s debt-elimination and wealth building process. Allowed companies to automate a client’s debt elimination strategy.

Strategic Marketing

• Optimized sales and marketing efficiencies for customer satisfaction initiatives. Crafted & rolled out marketing and Retention strategies and websites to drive overall sales.
• Devised tactics as well as trained workforce to improve customer satisfaction and loyalty.
• Assiduously managed the advertising and marketing Budget. Assured cross-functional collaborations to streamline sales & marketing efforts. Effectively trained employees to increase sales efficiencies from all leads positively influencing overall profitability.

Technical Support & Leadership

• Managed development team for creating software, client and internal websites.
• Managed technology for company including moving all company critical technology to cloud based Azure platform.
• Assembled and managed marketing team and sales team for internal business development.
• Oversaw accounting & finance procedures such as book keeping, forecasting, budgeting, and cost reduction ad payables to make company profitable.
• Provided active functional technical support for internal staff and client. 
• Managed US based and foreign based development team. 

Legal Compliance

• Communicated with AG’s to demonstrate the Business structure, explained organizational hierarchy, company vision and mission, product information as well as nature of business.
• Rendered legal support to create contracts for employees, agents and strategic business partnerships to avoid any uncertainty and conflict with company rules & regulations.
• Negoiated all contracts, dealt with all external proceedings with high standards of quality and within time approved contracts.

Training & Development of Employees

• Methodically trained workforce positively adding to their skill sets and competencies by leveraging Face to face one apt closes & Telemarketing two step close training methodologies.
• Achieved sales training objectives by contributing sales training information and recommendations to strategic plans and reviews, prepared and completed action plans; implementing production, productivity, quality, and customer-service standards.
• Accomplished sales training financial objectives by forecasting training requirements; budgetary preparations; scheduling expenditures; analyzing variances and initiating corrective actions.

Client Retention

• Led all customer retention activities by achieving expectations set by sales team Takes initiatives in customer satisfaction via process improvement plans, client education and training and efficient reporting and flow of information.
• Fostered congenial industry relationships, drafted budgets & controlled costs. Initiated significant efforts with & through team of industry specialists successfully retaining customers.

Information & Technology

• Coordinated development of software package to analyze complex calculations to help people get out of debt.
• Created all Sales templates for sales people to present program to clients, extensive experties in Excel.
• Scribed formulas and tested all calculations, this includes debt pay downs, that include, interest only calculations, Neg Amortization loans, loan deferments, credit card calculations and many others. Setup Email client retention system (InfusionSoft).
• Client Marketing website
• Affiliate Marketing website
• Client Program Management Site 

Key Accomplishments

• Earned A+ rating from Better Business Bureau with almost-unheard-of record of zero BBB complaints through 18 years and thousands of customers.
• B2B Sales contracted with more than 150 companies nationwide 
• Saved peak 2000 active clients over $82M in interest, making $7M/month in client payments.
• Enabled long-term stability of company despite highly complex and fast-changing regulatory and technology environment.
• Forged partnerships with over 100 companies to white label our technology.
• Led company through turbulent financial conditions of 2008, maintaining all client services without cutting employees or incurring company debt.
• Conceptualized technology tools, then worked with development teams to establish specifications and build products based on market and client needs.
• Leveraged B2B, cold call, Facebook, radio, networking, pay per click, and other marketing models; developed sales funnels, warming sequences, and trickle marketing.
• Stayed compliant with all 50 states.
• Trained thousands of people on debt-elimination strategies and the ills of education without implementation
• Paid the price to gain business knowledge through school of doing…

Other Experience

• Anderson Solutions Group (2021 – Present)
• Financial Insights Inc (1996 – 2021)
• Executive Payment Solutions (2006 – 2021)
• NO MORE Mortgage (1999 – 2008)
• Total Debt Solutions (2002 – 2007)
• Impact Networth (2004 – 2007)
• Epic Financial (2006-2008)