| Dallas Chapter | |
| July 29, 2010 |
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If your practice has too much business, you can skip the May 5th meeting. But, if you intend to grow your business in 2010 and become more profitable, don't miss this program.
The Four Planning Elements That Ensure Success in Every Advisor's Practice
May 5, 2010
11:30AM- 1:00 PM
Doubletree at Midway/LBJ
If you don't believe it, how do you expect them to believe. If you have a clear, concise and passionate message . . . the rest is easy.
Those who cannot learn from history are doomed to repeat it. Developing a clear understanding of your business is the first step toward achieving the desired end result.
The definition of "Insanity" is doing the same things and expecting different results? Build your prospecting plan on a firm foundation of Clients, Strategic Alliances, Technology and Referrals.
Every day does not have to be a surprise. There is a simple way to measure your progress and adjust course as necessary.
Rick is a financial advisor who has been coaching financial professionals, CPA's, and attorneys across North America for more than 14 years. He has spoken and trained at NACVA, Wealth Counsel, Merrill Lynch, and many other organizations of professionals. In addition to working with individual advisors, Rick's company has provided business development consulting services to companies like Mapquest, Case Equipment Corp., Merrill Lynch, Business Enterprise Institute, Neostar Retail Group and others.
Don't miss this opportunity to learn from a nationally recognized expert in business development for financial services professionals
Date: May 5, 2010, 11:30-1:00
Schedule:
11:30 to noon--Lunch served and announcements Noon-1:00 - Presentation Location:
Doubletree Hotel 4099 Valley View Lane Dallas, Texas, USA, 75244 Midway & LBJ Cost: $25.00 Members, $30.00 Guests
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Welcome to the Dallas Chapter of the Society of Financial Service Professionals For more than 70 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With our strong commitment to provide financial advise that is in the clients' best interest, the Society's 30,000 members nationwide are uniquely qualified to assist the public in reaching their financial goals both today and tomorrow . Society members can provide the public with expert advise in both wealth accumulation and wealth preservation. Society members have earned , or are working towards, a recognized professional credential in the financial services industry and agree to be bound to a code of conduct that places the interests of their clients above personal interests. If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals. Society of Financial Service Professionals: Solutions for a Secure Future |
