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Paul Tindall

Canada
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Expertise

Paul Tindall works with CAs, Lawyers, and Advisors who aren't happy at the rate they are developing referrals from Centers of Influence, small to medium sized business owners, new and existing a-list clients, and at the rate they are growing new revenue.

Experience in the area

Paul entered the financial service industry in 1980 as a representative with Canada’s largest financial planning firm. By 1990, with a small group of partners, he established an investment firm that grew from 1 office and 16 people to over 500 advisors managing $7B of assets prior to being sold in 1999, for just under $90M.

Organizations

Paul is on the Speaker Directory for Advocis Chapters, and speaks at various MGA, IIROC, and MFDA dealer Conferences. He is also an education provider for the Financial Planning Standards Council (FPSC).

Education/Credentials

A graduate of the University of Western Ontario, Paul values education and ongoing training as a way to promote professional excellence. - Sales and Sales Management training - Management and Leadership training for business owners and senior executives - Negotiations training - Customer Service training - Inside Sales and Support training - Coaching and Mentoring

Awards and Honors

Franchisee Sandler Training 1998 – 2013 (15 years) Executive Vice President Fortune Financial Services 1990 – 1998 (8 years) Investors Group Financial Services Inc. 1979 – 1985 (6 years) Additional Honors & Awards • Sandler Rising Star 1999 • Sandler Gold June 2002 • Sandler Gold Award September - December 2004 • Sandler Platinum Award September - December 2005 • Sandler Platinum Award September - December 2006 • DISC Extended 2006 Affliated Award: Bronze Level • Sandler Ruby Award September - December 2007 • Objective Management Group - Phoenix Coaching • Outstanding Performance Award: Bronze Distributor 2007 • Sandler Gold Award September - December 2009 • Sandler Silver Award January - April 2010

Past/Present Clients

By 1990, with a small group of partners, Paul established a financial planning firm, which grew from one office and 16 people to over 500 Advisors managing $7 Billion worth of assets prior to being sold in 1999 for just under $90 Million.

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