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Thursday, November 15, 2012

4:25 p.m. - 5:00 p.m.


Frances A. McMorris, Editor in Chief, ON WALL STREET
Panelist: Christina M. D'Amore, CFP®, Private Wealth Advisor, D'AMORE & ASSOCIATES, AMERIPRISE FINANCIAL SERVICES INC.
Panelist: Laila Pence, CFP®, AIF®, LPL Registered Principal, PENCE WEALTH MANAGEMENT
Panelist: Colleen A. Schon, WMS, Senior Vice President, Investments, RAYMOND JAMES & ASSOCIATES
Panelist: Winnie Sun, Managing Director, Founding Partner, SUN GROUP WEALTH PARTNERS

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


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