Paul BleaseDirector, CEO Advisor Institute

Paul Blease, Director of CEO Advisor Institute, has more than 25 years of experience in the financial services industry. He has served as a successful financial advisor, branch and complex manager at Merrill Lynch, and as a senior executive responsible for designing and developing Smith Barney’s Advanced Business Development and Team Training Program.

Now, as a nationally recognized thought leader, Paul helps financial advisors and
complex managers review and transform how they run their businesses, lead their teams and balance their lives. Paul’s provocative and entertaining presentations add real value by challenging many of our industry’s fundamental assumptions, and offering compelling alternatives and solutions that can help advisors advance their personal and professional lives to the next level.