Annie Steward
Founder, Creative Director
6S Integrative Solutions, LLC

Topic: Realistic Strategies to Strengthen Your Practice Through Marketing + Operations

The drop-off and miscommunications between advisor and client inevitably occur as months and years pass. Advisors often lose focus and the desire to retain service excellence often takes a back seat due to burnout, distraction, or growing pains.  Learn more about the critical importance of developing realistic branding and operational strategies meant to support sustainable practice growth.

Biography
Annie Steward works with established independent financial consultants nationwide, providing an unwavering focus on strengthening her clients’ marketing and operational needs. 

The marketing side of 6S Integrative Solutions, LLC develops and produces custom deliverables for financial consultants, ensuring each design is authentically impactful and clearly delivers the message to its intended target audience. 

Annie personally oversees the operational side of her firm, taking on a small number of clients on a rolling basis to strengthen their internal and external business processes. She is fiercely dedicated to helping advisors to build or restructure their foundational processes for long-term, sustainable growth. 
At the core of each procedure is the objective to provide an exceptional investor client experience. 

Ms. Steward earned her Bachelor of Science in Business Administration from the State University of New York at Geneseo. She holds 17 years of design experience, 10 years of business consulting experience, and 10 years of leading internal operations for independent financial professionals.