Marquette Payton, CRPS®, CDFA®
Marquette Payton is a Director, Practice Management with the Specialist Consulting Group at Janus Henderson Investors. In this role, she provides thoughtful guidance and consultation to financial professionals in strategic support of their goals to help them achieve differentiated business success. She is also a keynote speaker for national and international financial professional and investor audiences on topics such as client acquisition, client loyalty, life wellness, financial education, women and investing, and diversity and inclusion. Prior to joining Janus in 2011, she worked as a manager at American Century Investments, where she led and coached a team that focused on consultative solutions to meet the financial goals of retail clients.
Marquette received a bachelor of science degree in microbiology with a minor in chemistry from New Mexico State University, where she was recognized as a Crimson Scholar. She holds FINRA Series 7, 63, and 26 securities licenses as well as the Certified Divorce Financial Analyst (CDFA®) and Chartered Retirement Plans Specialist (CRPS®) designations. Marquette is a Kolbe™ certified consultant. She is currently pursuing a Professional Coaching Credential through the International Coaching Federation. She has 25 years of financial industry experience.
Articles Written
To create WOW experiences, understand clients’ personality styles
How gaining a better understanding of clients’ uniqueness can help advisors create memorable experiences tailored to their preferences.
Why you should spend the summer practicing resilience
Three steps to help advisor teams build resilience so they can work together more productively and help provide stability for clients.
Women and wealth: Simple ways to build a solid foundation
Women face unique challenges when it comes to retirement planning. These five steps will help you take control of your finances.