Steven Rice

last updated 12/26/2017

Steven J. Rice

Chief Executive Officer at Client Acquisition Systems LLC

General Information


Director, Advisor Relations - Momentum Advanced Planning

Recent News

Steven J. Rice, Director, Advisor Relationships
Steve heads up Momentum's development of strategic alliances. Steve spearheads the collaboration between select financial services firms and Momentum to maximize the value created for those firms and their clients. Steve helps develop a robust pipeline of joint client opportunities. Prior to joining Momentum, Steve consulted for financial advisory firms and multi- family offices in the area of client acquisition. Steve also worked with Mark Sheer, one of the nation's top consultants in the area of referrals and introductions. Steve assisted Mark in helping many top national financial services firms to better recruit A-profile producers, and assisted those producers in replicating the top 20% of their client relationships. Steve was certified by Michael Gerber's E-Myth Academy as a business development consultant and is a graduate of the Strategic Coach program. Steve lives in Greensboro, NC with his wife and son.

Read More

Browse ZoomInfo’s Directories