2012 Event Sponsors

Plantinum Sponsors




Event Sponsors







Tuesday, June 12, 2012

4:10 p.m. - 5:00 p.m.

THE MULTI-MILLION DOLLAR WOMAN

Panelist: Patricia A. Koney, CFP®, CRPC® Private Wealth Advisor, PATRICIA A. KONEY AND ASSOCIATES, AN AMERIPRISE PRIVATE WEALTH AND ADVISORY PRACTICE
Panelist: Judith McNiff, CFP® Vice President-Investments, WELLS FARGO ADVISORS LLC
Sherri Stephens President, Financial Advisor, STEPHENS WEALTH MGT GROUP , RJFS.
Panelist: Lori Watt, CFP® President, INVESTORS ADVISORY GROUP LLC, LPL FINANCIAL

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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