George MacAllister, is a partner at Truelytics. He has more than 30 years of sales experience in financial services as an advisor, a top wholesaler and a coach to some of the industry's most successful individuals. He is also is the author of Wholesaling is Not Rocket Science. Prior to joining Truelytics, George was the Senior Director, Sales Development for Sun Life Financial Distributors, Inc. where he was charged with bringing leading edge coaching strategies to wholesalers and the advisor community. He joined Sun Life after leading the Strategic Partner Enterprise Sales Development team for Lincoln Financial Distributors where he delivered inspirational messages to over fifty thousand financial services professionals. Earlier in his career, George was an accomplished wholesaler for AIG Sun America and was named The Top Wholesaler of the Year for several years. He also has 10 years of experience as a Registered Representative, providing retail clients with financial services, including basic financial planning using mutual funds, annuities and life insurance. George is a Certified Corporate Speaker, a member of the National Speakers Association and was member of the Strategic Coach Program for over ten years. He is a graduate of both The Merrill Lynch School of Risk Management and Quincy College in Massachusetts.
Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.
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