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, Senior Financial Advisor, GERI PELL & ASSOCIATES, AMERIPRISE FINANCIAL
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
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM