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Thursday, April 26, 2012

3:10 PM - 4:00 PM


Panelist: Lee DeLorenzo, CFP®, QPA, President, UNITED ASSET STRATEGIES, INC.
Panelist: Carrie Gallaway, CFP®, Senior Vice President, Wealth Management, SMITH BARNEY
Panelist: Sacha Millstone, Senior Vice President, Investments, THE MILLSTONE EVANS GROUP OF RAYMOND JAMES & ASSOCIATES
Panelist: Dorie Rosenband, CEO, &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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