WE LOVE SPEAKING FOR FINANCIAL ADVISOR AUDIENCES

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Schwab IMPACT

NAPFA Fall Conference

The Investment Center

FPA BE Conference – Boston

H. Beck/Securian Mastermind

Merrill Lynch 

Allegheny Financial Group    

Dunham & Associates

PNC Wealth Mgt.

Finlocity

Tradewinds Capital Mgt.

Charles Schwab

BNY Mellon Wealth Mgt.

Pittsburgh NAIFA chapter

Edward Jones 

JMG Financial Group

Global View

Ameriprise Financial

FPA Women & Finance

Women Advisors Forum

American Century Investments

NAPFA Large Firm Forum

FPA Central New York

PA State NAIFA Conference

H. Beck Symposium

Pittsburgh Financial Four’um

FPA Boston Chapter

Principal Financial Group

SPEAKING ON PRODUCTIVITY AND REFERRALS

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Patty speaking at NAPFA

Need a fresh topic for your next team meeting, complex meeting, broker dealer conference, regional meeting, or national conference that not only strikes a chord but leaves the audience motivated, entertained and inspired to be better versions of themselves?

We will customize our speaking topics on productivity and referrals to fit exactly what you need. We can design our material into a keynote, workshop or webinar. And, we actually deliver the content we agree upon without hardcore selling from the platform.

Productivity is on the mind of every advisor. You want more. You struggle to get it. And it shows up in every corner of your life. This common thread for advisors makes for a vibrant topic that can be molded to cover referral productivity through getting more out of your day.

Check out some of our most popular sessions below for speaking topics on productivity and referrals. Let us know what resonates with you and we’ll UNCORK the possibilities!

OUR MOST REQUESTED TOPICS

We can customize a program or series of programs to meet the needs of your agenda. Just ask and we’ll deliver!

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SIGNATURE PROGRAMS

REFERRAL STRATEGIES

PRODUCTIVITY

WOMEN IN FINANCE

GENERATIONAL MENTORING

PRODUCTIVE RELATIONSHIPS

Book Patty and/or Michelle to speak at your next national, regional, or area conference or to come to your firm to create a culture of productivity and referrals. 

Contact Us

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