PANEL DISCUSSION: SECRETS OF RAINMAKERS
Alyssa Moeder, CFP Senior Vice President – Investments, MERRILL LYNCH
Geri Eisenman Pell, CFP, MBA Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
Margaret C. Starner, CFP® Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
Joan Valenti, CFP® Financial Consultant, LPL FINANCIAL
Jaleigh White Senior Vice President, Manager Director of Client Experience, Wealth Planning & Family Office Services, FIFTH THIRD
• The Do's and Don'ts of attracting affluent clients
• Bringing the Art of the Deal to Top-Notch Levels
• Cultivating New Associations in the Pipeline Process
• Building Your Star Performer Image
• Success Strategies & Value Victories
• Gaining the Power of the Purse- Affluent women increasingly now control their family’s wealth management
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