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
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.