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Wednesday, October 12, 2011

4:05 PM - 4:55 PM

PANEL: RAINMAKER SECRETS: TECHNIQUES THAT BRING IN BUSINESS

Moderator: Frances McMorris Editor in Chief, ON WALL STREET
Geri Eisenman Pell, CFP, MBA Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
Panelist: Kathleen Gaffney Portfolio Manager, LOOMIS, SAYLES & COMPANY
Panelist: Dorie Rosenband CEO, &WEALTH PARTNERS

  • The Do's and Don'ts of attracting affluent clients
  • Bringing the Art of the Deal to Top-Notch Levels
  • Cultivating New Associations in the Pipeline Process
  • Building Your Star Performer Image
  • Success Strategies

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