As a successful advisor for 15 years and President of the nationally-recognized San Diego chapter of the Financial Planning Association, Paul brought a unique perspective to the challenges facing advisors in achieving their income, freedom and fulfillment goals. In 2001, he switched his efforts exclusively to supporting and growing advisory practices and distribution systems.
He was involved in the design and execution of corporate projects to update, evolve, and in some cases, completely transform the models, systems and support of advisors in building their practices. During this time, he was involved in virtually every change project at MetLife addressing advice, technology, compensation, marketing, regulatory compliance and distribution finance. Using innovation, team-building, and values-based leadership, he led change in Southern California. The results led to him heading the operations of 3 distribution systems and 2 broker-dealer/RIAs concurrently in Southern California, the second largest market in the nation.
After seeing so many corporate initiatives fail, Paul and his team discovered that, based on the evidence, many of the “best-practices” dogmatically evangelized by so many in the industry were, while widely accepted, abject failures at achieving the goals they purported to support. Data-driven decision-making is at the heart of his leadership philosophy with credibility and alignment among his most important values.
Sovran Advisors is the culmination of his career-long efforts to developing top advisor potential and maximize practice value using evidence-based marketing, relationship management, staffing, teaming and technology strategies, backed up by customized coaching, support, and services.
Paul is an Investment Advisor Representative offering Financial Planning and Investment Advisory Services through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Fixed insurance products offered through Sovran Insurance Services. Additional advisory services offered through Cetera Investment Advisers LLC. Sovran and Cetera are not affiliated and under separate ownership from any other named entity.