High Performance Advisor has been designed to filter out much of the noise in the industry and focus only on what you need to be a High Performance Advisor including: product changes, underwriting changes, closing window opportunities, bundled sales and marketing kits, bundled application kits, and a calendar of our exclusive Client Strategy Trailings that help you open new conversations with clients and close more business. We are always interested in finding new and better ways of helping you. We hope that you will find more of what you need to be effective here at High Performance Advisor. Please call our Call Center to discuss any questions you may have about how to help provide our quality products and services to you and your clients. To reach our call center, just call us toll-free at 1-800-775-1970 option 6.
As both Financial Specialist and executive, he and his team take decades of the firm’s collective financial knowledge and produce exclusive group financial education programs. Such programs include the newly launched corporate Path of Confidence™ curricula program that takes employees, managers and leadership through a four session program to design their financial plan of action for financially producing and supporting a good life for the rest of their life. Other group programs Eric helps design and lead include financial workshops to develop uncommon financial strategies designed to help accumulate, manage, and distribute financial assets for supporting life-long financial sufficiency. These programs are offered as workshops and conferences to corporations, associations, faith and community organizations, as well as professional groups.
As a licensed Financial Specialist, Eric McDermott works with a team of advisors and investment specialists to help professionals and business owners design financial strategies to accumulate, manage and distribute their financial assets to support his clients’ ambitions. Eric also serves as a member of the Pacific Advisors’ Senior Leadership team where he holds the role of Chief Marketing and Technology Officer.
As part of the Senior Leadership Team, Eric also leads the client and career relations, marketing, technology, client servicing, and call center to care for the ongoing concerns of clients, career candidates, brokers and advisors throughout the state.
Eric is co-founder and COO of the Advanced Practice Network (APN). APN creates and supports top producers and agencies in the professional, business, and advanced/charitable markets. It also provides education, best practices, marketing, and technology resources to advisors and agencies. Among the marketing and technology innovations of APN are web-based applications such as StatusRoom™, Agency Marketing Platform, The APN Marketplace and a newly launched iPad App named NetWealth™ that facilitates instantaneous presentations and media for advisor to client conversations.
Eric brings over fifteen years of enterprise marketing, technology, and operational experience. Prior to Pacific Advisors, Eric founded a marketing services company specializing in product and web design, data systems, and promotional marketing. Under Eric’s leadership, his firm provided marketing services for Fortune 500 companies such as Intel, Qualcomm, Genentech, Time-Warner Cable, SuperValu, Cox Communications, Iomega, Lucerne Foods, and House of Blues. Eric has been recognized in the business, marketing and web community with numerous national awards including The Stevie Award, (dubbed by the New York Post as “the business world’s own Oscar”), The Davey Award, American Design Award, Hermes, and the W3 Award for best site design.
With an ongoing commitment to hundreds of hours of annual education, and a passion for learning and teaching, Eric continues to study, share, and present financial, business and marketing strategies with clients and groups. He received his Bachelor’s degree from the University of California, Riverside, and lives in Southern California with his wife and three children.
CA Insurance License #0G88182 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not a registered investment advisor.
Pacific Advisors University will be from February 19 - 21 at the beautiful Fairmont Sonoma Mission Inn and Spa.
Follow this link to the registration site. Please note that there are 5 tabs across the top: Home, Agenda, Hotel, Transportation, and Activities. This site will be updated regularly.
If you have any questions regarding the daily procedures of your office (booking a conference room, the processing of incoming and outgoing mail, as well as express mail packages) please talk to the Customer Service Representative (CSR) in your office. In addition, if you notice anything in your building or office that is out of order or needs repair (ie. copier, printer, fax machine, light bulbs, leaky faucet, or any safety issues), contact your CSR first. If they are unable to fix it themselves, they will contact the appropriate repair vendor to do so. Each CSR has been provided with a CSR Manual to give them the tools and resources to better serve our customers - which includes you. If they are unable to answer your question(s), you can contact the Senior Office Coordinator, Kim Weaver @ x8203 or (909) 447-8203.