ABOUT MARLŌN

Marlōn Hall currently serves as the Chairman and President of the Association for Wholesaling Diversity (AWD).  AWD is a 501(c)(3) non-profit he founded in 2016 with the primary mission to facilitate exponential growth in the number of African-American financial services industry external wholesalers, all of whom are exceptional at their craft and leaders in their respective organizations.  He also serves as a corporate trainer and professional speaker in the financial services industry. He trains and speaks primarily to financial institution employees, from tellers to CEOs, and insurance agents throughout the Midwestern United States in his role as a Regional Vice President Team Lead with a leading domestic financial services firm.  He also consults with financial services firms nationally in his role as the author of the “Speak on Purpose” book and training curriculum.

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Hall earned his Associate of Science in Business Administration from Laramie County Community College in 2003.  He went on to graduate with his Bachelor of Science in Business Administration from the University of Wyoming in 2005, where he served as an officer in the Association of Black Student Leaders (ABSL) and as a Senator representing the College of Business in the Associated Students of the University of Wyoming (ASUW) Student Senate.

 

In 2006, Hall obtained his state life, health and limited lines insurance licenses and his Series 7 and Series 66 securities licenses from the Financial Industry Regulatory Authority (FINRA).  In 2012, he earned his Certified Fund Specialist® designation from the Institute of Business & Finance and in 2020 he obtained his Series 24 securities principal license from FINRA.  Originally from Chicago, he has lived in Michigan, Indiana, Pennsylvania, Wyoming, Montana, and Colorado.

 

Career Highlights

Hall began his financial services career in 2005 on the teller line at First Interstate BancSystem as an inaugural member of its Management Training program.  He went on to perform as a personal banker, licensed personal banker, licensed sales assistant, financial advisor, and sales & service center manager over the next 3 years.

Beginning in 2008, he served as an internal wholesaler of annuities and mutual funds at a leading domestic financial services firm, helping to raise over $169 million in assets during his tenure in that role.  He earned his promotion to regional vice president in 2010 and has since raised over $1.2 billion in annuity assets in that role.  In 2020 he was tasked with leading a team of 4 other regional vice presidents while continuing to build and strengthen advisor relationships and raise assets in his own region.

In March 2019, Hall published an excerpt from his book "Speak on Purpose: Deliver Your Message Precisely & Effectively. A Primer on Sales Communication" in the magazine 401(K) Specialist.  The book itself, Speak on Purpose, became Amazon’s #1 New Release in Banking between April 15th 2019 and June 27th 2019.  In 2020, Hall was elected to the National Association of Insurance & Financial Advisors (NAIFA) Indiana State Board of Directors.

 

Philanthropy and Service

Over the course of his career Hall has been active in supporting his community through a range of initiatives.  As previously mentioned, he currently serves as Chairman and President of the Association for Wholesaling Diversity (AWD), a 501(c)(3) organization he founded in 2016 to heighten awareness of financial services wholesaling employment opportunities in African American communities nationwide.  Since 2006, he has volunteered for and contributed to St. Vincent de Paul Society, Junior Achievement USA, Pelotonia, and Second Harvest Food Bank.  Outside of work, Hall enjoys off-road jeeping, bodybuilding, martial arts, and downhill skiing.  He and his wife particularly enjoy the mountains of Colorado and the forests of the Pacific Northwest, spending time in both whenever possible.

MARLŌN's LATEST THOUGHTS
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Thank You NAIFA - Indiana

Thank you NAIFA-Indiana for inviting me to speak to your membership. I am proud to be a trustee and board member for the Indiana chapter of the National Association of Insurance & Financial Advisors (NAIFA).  Furthermore, I firmly believe that incorporating the tenets of the "Speak on Purpose" training curriculum can have a demonstrable impact on sales and client, prospect, staff and interpersonal interactions in general... 

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Speak On Purpose: Deliver Your Message Precisely & Effectively

"Speak On Purpose" offers real-world, practical strategies for delivering your message with laser-like precision, generating more referrals between employees in different areas within your organization, managing...

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How To Ensure You're Ignored By Clients: Jargon Gets In The Way of Effective Communication

Jargon is commonly defined as “words or expressions used by a particular profession or group and are difficult for others to understand." Fee is one of the words that falls into that category. The healthcare industry employs...

Meet Marlōn Hall

AWD's Founder & President