2012 Event Sponsors

Plantinum Sponsors



Event Sponsors





Tuesday, March 13, 2012

3:15 PM - 4:30 PM

THE MULTI-MILLION DOLLAR WOMAN

Christina Cleveland, CFP® Senior Vice President- Investments and Wealth Management Advisor, MERRILL LYNCH WEALTH MANAGEMENT
Pamela Ghezzi Financial Planner, SEQUOIA FINANCIAL GROUP LLC
Julie Neitzel President, Miami Family Office, GENSPRING FAMILY OFFICES
Geri Eisenman Pell, CFP, MBA Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC

Attend this highly sought-after, exclusive session where these advisors with varied and unique professional backgrounds will share the triumphs and hiccups that formed their approaches to advising and reveal their best practices in building their businesses.

  • The dos and don'ts of attracting affluent clients
  • Perfecting the art of the deal
  • Cultivating new associations in the pipeline process
  • Knowing how to seize unusual opportunities to benefit you and your clients
  • Other success strategies

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