Wes draws on his experience of working with financial institutions for more than 20 years, sharing time-tested systems, coaching and consulting to empower financial institutions to experience new levels of success.
Wes is passionate about helping financial institutions refine their vision, connecting that vision with the personal goals of their co-workers. This connection inevitably births new passion within their organizations. It is this passion that taps and expands any organization’s capacity for new, sustainable levels of growth.
Wes entered the financial planning business as an advisor in direct sales in 1987. Within a couple years, he was asked to start a senior benefits division for a national brokerage firm. He led this newly-developed department into becoming a prominent market leader.
Wes Jackson has had the privilege of being the guest speaker for many national and regional groups regarding financial issues. He serves on various professional industry boards and insurance company advisory committees. Wes has written and developed various curricula for sales and continuing education classes, successfully teaching industry Best Practices since 1993.
His mentor Zig Ziglar taught him: You can have everything you want in life by just helping enough other people get what they want.
Wes is a certified trainer for Zig Ziglar’s Legacy training curriculum of Ziglar, Inc.
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