Business Plan

Morgan Units Sights On Schwab’s Financial Consultants

The daughter of a Navy pilot (father) and public relations entrepreneur (mother), Karen Vandergrift spent her youth in peripatetic travels, transferring every two years as orders took her father to far-flung locales the world over. A 50-12 months veteran of the life insurance industry, he has been a successful agent, an insurance coverage firm government, and now a guide to insurers and their brokers on the topic of effective and ethical promoting. As Managing Director of Wealth Administration Providers at Nuveen, John provides specialized training and consulting services focused on serving to financial advisors apply trade greatest practices to draw, develop, and retain robust client relationships.

Who Should Attend: Monetary planning agency enterprise homeowners, or the agency workers member accountable for technology, and corporations seeking to present expertise options to advisors. Perspective Financial Companies is internet hosting a series of free educational workshops this spring at its Phoenix offices. Greg began his FBI career within the Boston Area Office specializing in advanced corporate and securities fraud, cash laundering, financial crimes, and cyber fraud.

Who Should Attend: People enthusiastic about an throughout high quality financial planning convention, packed along with nice content for a fantastic worth in an awesome location. He also earned accolades as an advice chief two years in a row throughout the tech bust years (2000-2001) for Schwab’s Tri-State Area and Norstar Division (throughout 10 states), which then ultimately paved the way in which for his promotion into Schwab Private Client.

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