CLOSING KEYNOTE: DOING WHAT WOMEN DO BEST…AND PROFITING FROM IT

 Closing out the day of winning strategies will be top advisor Meg Green who manages over $550 million dollars in assets.  Meg says her 99% client retention rate can be achieved by those who stick to some simple steps in value-added wealth management.  Since most women tend to be natural caregivers, we typically excel at relationship-building with our clients thanks our female nurturing genes. However, Meg warns, you can never forget that you are still running a business.  This closing keynote will discuss how to balance between going that extra mile for a client yet preserve what’s best for your practice.  

• Vital career decisions:  Don’t make it all about the client- it’s also about your employees, your family and you as well

• Under-promise, Over-deliver:  Results that help maintain your client base

• Seek opportunities: Go the distance when it counts the most 

• Don’t separate the wealth from the wealthy!