Panelist: Shelly Church, CFP® Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES

Panelist: Dr. Lisette Cooper, CFA, Ph.D. Founder and CEO, ATHENA CAPITAL ADVISORS

Panelist: Nannette Nocon, CFP®, ChFC®, CIMA®, CLTC Private Wealth Advisor, AMERIPRISE FINANCIAL

Panelist: Rosemarie Moeller, CFP®, CLU, CFDP Financial Planner, EISNER AMPER LLC

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