2013 Sponsors

Travel/Venue Info


Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach, CA 92660

More Info >>

Thursday, November 17, 2011

4:10 PM - 5:00 PM

PANEL DISCUSSION: RAINMAKER SECRETS: TECHNIQUES THAT BRING IN BUSINESS

Moderator: Frances McMorris Editor in Chief, ON WALL STREET
Shirley Quackenbush, CPWA Senior Vice President, Wealth Management Advisor, MERRILL LYNCH
Shannon Ryan, CFP Certified Financial Advisor, RYAN AND ASSOCIATES, A PLATINUM FINANCIAL SERVICES PRACTICE OF AMERIPRISE FINANCIAL
Debra Taylor, CPA/PFS, Esq. LPL Investment Advisory Representative and Wealth Manager, TAYLOR FINANCIAL GROUP, LLC
Joni Youngwirth Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK

  • 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

>> Submit a question to this session's speakers

>> Return to Agenda