Tom Wagner

Tom Wagner is a partner at Advintro and a vice president at Business Development. Tom has worked in the digital marketing media company focused on sharing the best ideas on investments, practice management and inspiration to financial services professionals. Tom has been responsible for prospecting, distribution and relationship building for IRIS Media Group’s platform and product suite, specifically Advisorpedia.com. Tom has increased company visibility and engagement three-fold collaborating with CEO creating new sales framework to highlight IRIS’s solutions, capabilities and pipeline development and management. Tom has also established multiple new company partnerships, reintroduced and reengaged platform with several previous partners, and has partnered with Heads of Creative and Marketing to help companies understand brand and message, develop right way to deliver it and create avenues to market content. Tom has consulted with partners IRIS’s insights on digital strategy and marketing to attain engagement and revenue goals, and initiated monthly campaigns to highlight platform and increase exposure across a spectrum of companies seeking to engage with financial advisors.

Tom Wagner received a Bachelor of Arts in Political Science from Miami University and is certified by FINRA in Series 63 and Series 7.

Tom Wagner reports to Wim Van Lerberghe, Founder. They are on a team with Brendon Cooper - Partner, Mark Vercruysse - Partner, and Shelley Pittman - Partner.