Wednesday, June 6, 2018

Geoff Thompson - Synergistic Life CEO - Profiles in Leadership

Geoff Thompson Portrait
Geoffrey Thompson is a financial services professional and entrepreneur with decades of experience in investment strategies, business startups, and retirement planning. He is the founder and CEO of Synergistic Life Services, a wealth advisory firm that helps clients with a wide range of financial services. His passion for business is backed by leadership traits that have set him apart from his peers in the investment management industry. He embodies the attributes that make him a true leader and one who is highly sought-after for guidance and insight.

Geoff’s Leadership Traits


There are many types of leader and just as many traits that signify leadership. Geoff’s leadership is a blend of several unique styles, each complementing the other. This blended leadership style has propelled him to incredible levels of success over the course of his career and have shaped the direction of his business ventures and his personal achievements.

The first leadership trait is one of transformational leadership. A transformational leader is a person who is able to identify a common problem, then develop solutions to overcome that problem – in effect, completing a transformation. In Geoff’s case, he identified a need for comprehensive financial planning services, especially those that center on retirement strategies and wealth preservation. Geoff’s own experiences in the financial sector prepared him to help others achieve financial freedom. By taking his own experiences to heart, he has identified a particular need – here, the need for retirement strategies that build and preserve wealth for future generations – and created a system by which his clients could achieve their own financial goals. With the development of proprietary financial products known as Horizon X and Horizon V, he has empowered his clients to manage their current investments while directing investment assets into tax-advantaged environments. He has transformed the lives and financial statuses of thousands of individuals, helping them to prepare for the future when they are no longer working.

Inspirational leadership is another trait that Geoff has used to great effect over the course of his career. An inspirational leader is one who is able to develop a team that believes in the same goals. He has inspired others with his financial expertise and a natural passion for creativity in the financial sector. At Synergistic Life Services, he has created a powerful team – going beyond retirement planning professionals to create an entirely new class of expert: the financial architect. A financial architect combines planning, strategizing, and guidance to help clients make informed decisions about their financial needs, both now and well into the future. Geoff is adept at inspiring others; his team was hand-picked for their commitment to service excellence as well as in innovative wealth management skills. When creating Synergistic Life Services, Geoff understood that too few people had a firm grasp on financial planning with retirement in mind. With his guidance and his expertise in building strong teams, he has been able to forge meaningful, long-term relationships with thousands of clients.

Entrepreneurial Skills


Geoff’s leadership extends past his work in the financial planning field. He excels in identifying new opportunities, then leveraging his talents to capitalize on emerging markets. He has founded two prominent businesses in the commercial medical cannabis industry. In 2014, he launched Advantameds Solutions, a company that establishes strategic partnerships with commercial distribution and cultivation operations in the U.S. and Canada. His next venture was Doyen Elements International, Inc., helping other medical cannabis operations navigate the complex regulatory and infrastructure environments they face with financial and investment guidance and industry best practices. Here, as in all of his business operations, Geoff approaches every challenge with passion, growing businesses from the ground up with his leadership. He continues to seek out new opportunities, transforming industries and inspiring others to achieve new levels of success. Be sure to connect on LinkedIn or follow him on Twitter to stay updated with ventures.

Continue Reading: Spotlighting a Health Company CEO >> 


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