Jeff Mount, President, Real Intelligence LLC
Jeff has been active in the financial services business for the last 25 years. His unique skill set includes sales, sales coaching, strategy, and client service modeling. In 2008, he created a very unique training program, which is now called the Essential Family Office, that has helped financial consultants achieve significant growth of their assets under management and in a more scalable format. On average, these consultants saw an annual increase of $28 million in new assets under management in the first year upon completion of the training.