Francis McGrail

See Why Advisors Choose Us

Frank started his 30+ year career in the financial services industry following graduation from St Peter’s University and has served the investment community as an investment banker, producing sales manager and later branch manager, complex, district and regional director. While in production and field management, Frank specialized in helping advisors understand the needs of HNW and UHNW clients and how to work with them.

His body of work has ranged from consulting teams to individual training and coaching on practice expansion and advisor succession planning. He has worked with sole practitioners, large teams; all of whom work with diverse client segments.

Frank’s focus on growth has always been advisor centric; based on the principles of trust, competence, and reliability. His ability to understand an advisor’s unique skill set/challenges and to be relatable to them has been essential to his success. It is that mindset that Frank brings to his role as a coach. He firmly believes that advisors are seeking a working culture of trust where all ambitions are possible.