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
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