Becky Thompson in

Becky Thompson

Enthusiast · DISC type i
Managing Director & Director of Talent Acquisition at Consolidated Planning, Inc.
📍 Charlotte Metro, United States

Becky Thompson is a Managing Director and the Director of Talent Acquisition at Consolidated Planning, Inc. with over two decades of experience. She focuses on recruiting and developing financial advisors to expand the firms presence in the Southeast. People often call her a consummate professional, competent, and passionate.

Outside of work, Becky is family-oriented. She is married to an advisor at her firm and has a daughter, a son-in-law, and two stepsons. She views her colleagues as an extension of her family, frequently organizing and enjoying team activities like competitive bowling.

She is known for being exceptionally well-connected, with a network that spans both inside and outside the financial services industry.

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Experience
33 Years
Current Role
Managing Director & Director of Talent Acquisition
Job Level
Mid-senior
Location
Charlotte Metro, United States
Personality Overview

How Becky shows up

Consensus Focused
Story Driven
Optimistic

Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Priorities

Topics Becky cares about

Talent Acquisition
Her primary role involves recruiting experienced financial advisors and professionals seeking a career change into the financial services industry.
Advisor Development
She is passionate about onboarding and developing advisors, providing them with creative strategies and tools like The Living Balance Sheet to help them build a thriving practice.
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Career

Work history

1-2012
Managing Director & Director of Talent Acquisition
Consolidated Planning, Inc.
11-2005 - 1-2012
Director of Recruiting
MassMutual
8-2002 - 11-2005
Recruiting Coordinator
John Hancock Financial Services
6-1992 - 5-2003
Associate Agent
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Becky has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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