Mark Your Calendar for the Planning Your Profits Summit: May 22-23, 2024
Summary
"We know that the client acquisition pathways require more targeted outreach and this 2 day virtual event will provide attendees with the right strategies for maximum impact", said Host, Cameo Roberson. Many firms can contribute their organic growth through the number of referrals theyve received, and this summit will highlight best fit strategies that have taken into account the noisy landscape were living in. Featuring 10 expert speakers in the financial services space, heres a glimpse of what attendees can expect to gain: • Build stronger relationships and elevate your Know, Like, and Trust Factor to strengthen your referability. The summit will feature an esteemed lineup of industry experts, each delivering invaluable insights tailored to empower attendees on their journey to success: • Becoming A Connection Catalyst: Strategies for Building and Leveraging a Powerful Network • Content that Ranks! With over 15 years of RIA experience, Cameo and her team bring unparalleled expertise and insights to their clients, helping them achieve their business goals with confidence.