Tuesday, March 15, 2011

4:50 PM - 5:45 PM

PANEL DISCUSSION: RAINMAKER STRATEGIES: INSIGHTFUL TIPS TO BRING IN NEW BUSINESS

Moderator: Frances McMorris Editor in Chief, ON WALL STREET

Karen McKinley Managing Director–Investments, Wealth Management Advisor, MCKINLEY & ASSOCIATES OF MERRILL LYNCH WEALTH MANAGEMENT

Thais D. Piotrowski, CFP®, CRPC® Private Wealth Advisor, AN AMERIPRISE PLATINUM FINANCIAL SERVICES® PRACTICE

Margaret C. Starner, CFP® Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES

•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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Event Sponsors

Travel/Venue Info

Fontainebleau Miami Beach 4441 Collins Avenue Miami Beach Florida 33140 USA

Conference Agenda

Tuesday, March 15, 2011

PANEL DISCUSSION: RAINMAKER STRATEGIES: INSIGHTFUL TIPS TO BRING IN NEW BUSINESS

Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA