Be Bold and Daring: Member Spotlight with Tim Fee
Christopher Noble is an accounting and audit partner at Anchin with more than 15 years of experience, and a Thuzio…medium.com
To start off, can you offer some insights into what your company does and your day to day role?
What we do, simply put, is manufacture and distribute annuities through any large broker dealer. Specifically, we work with LPL, Merrill Lynch, UBS, Wells Fargo, US Bank, and a host of other independent firms.
With Allianz, the manufacturing, marketing, and distribution is done nationally. Then locally in the north side of Chicago, I am the face of the organization. I call on the FAs and partner with them on client cases, specifically working on retirement planning and asset protection.
Anywhere between 30–40% of what I do is nurturing relationships with financial advisors and a lot of that is based in entertainment. That’s actually how I stumbled upon Thuzio. Whether its going to a Cubs game, golfing, or going to a Thuzio event, entertainment and relationship management is a huge part of what I do.
What separates your company from others in the space and what makes your team stand out to your clients?
Where we are different is we’re not the old brick and mortar, traditional insurance company. That’s who we compete against.
We’re a mid-west based, German owned company. The fundamental makeup of our organization makes us different. The location of our home office is different (not being out east), and the way in which our team we cover every type of client whether that’s an independent, a bank, or a wire-house advisor.
What are some of the biggest day-to-day challenges that you face?
Specifically when you get into day-to-day stuff, for me, it’s access. Say we’ve identified a prospect for us that is someone we know that we should be working with. That relationship starts getting access and potentially an introduction.
Competition is a smaller one. That’s nothing more than the fact that where we compete, I can make the case that we compliment other organizations a lot. We just do things differently, so that’s less of a struggle for us.
Do you have a career defining moment and if so can you detail what that moment was
I don’t have a specific moment, but the part of my work that I am most proud of is that I lead the third largest market in the country. It’s a territory space that you never want to give up.
The Chicagoland area is small and it’s concentrated. In my industry once you get a hold of one of these major markets, you want to hold on to it for as long as possible. It was a long road getting to the position I’m in and it’s one that Il’l fight tooth and nail never to give up.
So, I don’t have a specific moment, but to be the guy running Chicago is one of my proudest career achievements.
This week we sat down with TEC member and Director of Global Brokerage & Advisory Services at Collier’s International…medium.com
Are there any notable mentors who also helped you along the way?
I’ve been with Allianz for 12 years, so there are a lot of guys that have come through the building. One specifically is Robert DeChellis,. He is a guy that has definitely influenced me as a professional and as a retirement consultant.
Also, my current boss Damon Yorke in a much different way then Robert. Their personalities compliment each other very well and I have taken separate things from the two of them.
What advice would you give your 22 year old self?
I would say to keep your options open. Be bold and daring until you see your path, and once you see your path double down and do whatever you can to move down that path as quickly as possible.