InsurMark
Elise Peterson Whittaker is a Transition Coach & Consultant at Multidimensional Motivation. Elise also specializes in Social Media & Authenticity Coaching/Consulting and works as an Annuity Agent at InsurMark. Elise has experience as a Contract Attorney, Financial Advisor, and Office Administrator, among other roles. With a Juris Doctor degree from Mitchell Hamline School of Law and a Bachelor of Arts from St. Catherine University, Elise has a strong background in law and social sciences.
InsurMark
As the industry’s leading Advisor Development Organization (ADO), InsurMark is taking the next step in a 35-year history of aligning the independent financial advisor with best-of-breed resources and services. Our dedicated team of advisor development consultants work with valued partners and vendors to navigate the ever-changing industry with our value engineering process, online educational courses and on-site training sessions. This process encompasses brand development and marketing, leads generation, practice betterment, client experience and communications in an effort to build a business blueprint that can be implemented to the benefit of their practice and clients alike.