Lori Love, who has led Advisor Group’s customer experience team since 2019, will leave the firm at the end of January to focus on her family, Advisor Group has confirmed.
According to a source familiar with the advisory group’s financial advisor community, Love sent a personal message to the firm’s employees earlier this week, saying her husband had an uphill battle with COVID-19 and was still fighting the virus. are affected by. As a result she is making the move to focus more on her family.
Advisory Group spokesman Joseph Kuo said the firm is currently looking for a new chief experience officer. In the interim, Matt Schlueter, President of Products and Platforms, and Cindy Hamel, Executive Vice President of Strategy and Corporate Development, will oversee the customer experience team.
“We thank Lori for her support in a foundation created to provide a digitally enabled, intuitive and engaging experience for financial advisors and their clients,” Kuo said.
When Love first came on board, she was tasked with overseeing all employees responsible for the operations and services of the company’s advisors and investors; He was also accused of helping the company to treat its advisors like clients and focus on improving their overall experience.
She joined the advisory group from Internet Brands, a marketing and website operations company. Prior to that, she was an executive at YP and The Walt Disney Company, where she was the Senior Director of Advertising Operations for Disney Interactive. He did Yahoo! Spent more than six years in both. and Wells Fargo.
The advisory group has seen some high-level departures recently. Last October, Omaha, Neb.-based Securities America, one of Advisor Group’s broker/dealer subsidiaries, lost its CFO David Vaughan, who had joined Exos Clearing in a similar role.
In September, the advisory group lost chief marketing officer Susan Theder, who joined the advisory marketing platform FMG Suite, which powers the advisory group’s MyCMO offering, as CMO and chief experience officer.
Greg Johnson, executive vice president of recruitment and revenue acquisition at the advisory group, also left the firm last year. The firm hired Kristen Kimmel, former head of consultant recruitment and field marketing at RBC, to handle her responsibilities as well as the expanded role.
Johnson joined the Carson Group as national sales director last October, and has since brought on some of Security America’s associates, including Scott M. Briganti, who was at IBD for 22 years, most recently as Vice President of Branch Office Development. At Carson, he is serving as Vice President of Partnership Development.