At My Deliverables Team, LLC, we love what we do. We help Trusted Advisors provide their clients with comprehensive financial services. If you are looking to outsource comprehensive financial services to a team of experts, so that you can focus on the fun stuff with your clients, then you have come to the right place. Our team is located throughout the country, each of them running their own successful businesses. As a member of My Deliverables Team, they come together on behalf of a client, with over 100 years of experience to proactively provide recommendations to help your clients get their financial house in order and keep it there for the rest of their lives. While we take care of the behind the scenes preparation for your three annual meetings per year, you have the time to build your Ideal Client Community and provide a level of service to your client that is light years from the advisor down the street. This winning formula of comprehensive financial services will make you proud to say, “This is My Deliverables Team!”
Executive Leadership Team
Chad Tennant
Aimee Ammon
Deliverables Team
Tom Zaccaria
Steve Huxley
Scott Shields
Rick Jordan
Jeremy Fletcher
Woody VandeBosch
Tierney Aldridge
Bill Boersma
To see how the process works with the Team, and read through the deliverables the Team provides for your clients, click here or click on The Process tab at the top of the page.
If you want to schedule a time for us to walk you through the benefits you and your clients will enjoy while working with your own Deliverables Team, click here or go to the Contact tab at the top of the page.