During this event, attendees will learn about how they can build stronger, more meaningful relationships with clients. From leveraging empathy and active listening to developing personalized solutions, this event will provide attendees with the tools they need to stay relevant and effective in the face of technological disruption.
Jamie Clark Ruby Pebble Financial Planning LLC |
Ines Deschamps Right Management |
Anabel Diaz Waypoint Wealth Partners |
Sean Fletcher Prospettiva Financial LLC , Financial Planner |
Cameron Hackett Compound Planning / Hackett Advisory |
Michael Hathaway Epsilon Financial Group |
Thomas Howard Bedell Frazier Investment Counselling LLC |
Sydney Kovacs Burton Enright Welch |
Tod McMichael American Century |
Marisa Mead Burton Enright Welch |
Julie Meissner Treehouse Wealth Advisors |
Danielle Miura Spark Financials |
Andy Moran Ad Astra Financial Planning |
Mike OConnor Advisor Partners, LLC |
Lisa Ozaki Silicon Valley Wealth Advisors |
Chad Perbeck Waypoint Wealth Partners |
Clay Selland Signet Mortgage |
Jason Terhune Capital Advantage, Inc. |
Charles Tran Silicon Valley Wealth Advisors |
Janet Wan Sierra Pacific Financial Advisors, LLC |
Karen White Longbridge Financial |
Sean Wilhelmy Sweeney Kovar |
Tim Wochok Buckingham Strategic Wealth |