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With
20+ years in the financial services industry, Trisha started her career
with New England Life. After self-funding her education, she demonstrated
the kind of skill and work ethic to be named an officer of the New England
Financial in 1997. As a key architect of NEF’s marketing director
and advanced marketing firm programs, Trisha’s expertise is primarily
in the areas of
- Brand Development
- Target market and recruiting research
- Marketing Firm Organization
- Mentorship Team & Marketing Director Development
- Strategic Planning based on research
- Top Tier Client Focus
Upon being actively recruited in 1999 to Creative Financial Group (#1 ranked agency for life insurance sales and NEF/Met) for the Director of Operations position, Trisha gained a keen understanding of the complex front-end and back-end dynamics of running a financial services firm.
Trisha’s ability to work within given constraints, motivate and lead diverse groups of people toward successful goal achievement, and build and execute realistic marketing plans have made her a sought-after consultant and speaker for corporations and field offices alike.
Trisha is a member of Women in Insurance & Financial Services, The Commonwealth Institute, a dynamic organization comprised of top women entrepreneurs in Massachusetts and several community business groups. She has published articles in industry publications such as National Underwriter, GAMA Journal, and the Society of Financial Professional's Journal of Leadership and Management.
Trisha graduated with honors from U-Mass-Lowell in 1991. She lives with her husband David and their two sons in Bradford, MA.
"When it comes to understanding affluent clients and prospects, it’s not about mortality tables and taxes, it’s about valuing one’s lifestyle. Marketing to this simple concept will take relationships to a whole new level."
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If you’d like to know Trisha’s calendar for speaking events, please call Stacy Marsden at 978-914-6609.