Jack Martin, CFP® is founder and CEO of Elite Advisor Group a brand and marketing management consulting group that focuses on the financial services space. Jack brings financial services firms a unique skill set honed by extensive experience in the space as a successful financial advisor, branch manager and business builder. He has led his team in engagements across B2B, B2C and B2B2C channels.
Under Jack’s direction, his team has implemented a $3 billion and a $1.5 billion annuity product design and launch, a $10 billion demand generation campaign and other multi-million-dollar annuity product launch and demand generation initiatives. His firm has delivered comprehensive branding, messaging, product design and collateral creation, customer experience management, social media and content marketing platform development and digital transformation on behalf of leading brands including insurance companies, RIA TAMPS, asset managers and independent distribution companies.
