When

Thursday, September 20, 2018 from 11:30 AM to 1:15 PM CDT
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Where

Pinnstation
201 East Abram Street #120
Arlington, TX 76010

Driving Directions

Contact

Joni Garza, SCORE Administrator
Fort Worth - Chapter 120
817-871-6002
scorefw@gmail.com

Lunch and Learn - "How to Find Your Perfect Client” Guy Hatcher

Guy Hatcher, CFP

Managing Partner, CoVergence Group

817-416-1975

ghatcher@covergencegroup.com

According to Guy Hatcher, CFP, life is a series of transitions, and, there are few transitions more potentially challenging – both personally and professionally - than the sale, merger or acquisition of a business, when they decide to retire or even start a new venture.

That’s why Guy’s firm, Southlake-based CoVergence Group, provides comprehensive transitional planning, legacy planning and management consulting services for business owners and executives. Guy and his team work alongside clients as they transition through in all seasons of business, helping them to arrive successfully at their ultimate destination.

In addition to CoVergence Group, Guy is president of Advanced Planning Inc., a full-service financial planning, estate planning and investment management firm, which he founded in 1993. Clients achieve security and peace of mind by having the tax impact on their estate minimized, building a solid plan for the future and securing their legacy of hard work and sacrifice will be transferred to those they love.

Known as The Legacy Guy�, Guy empowers business owners, executives and families to achieve their professional and personal goals through the transformational process of defining and establishing a legacy that goes way beyond just money and “stuff.”

In 2013, Guy released his first book, “Your Future Reflection: How to Leave a Legacy Beyond Money,” which teaches readers the importance of building a lasting legacy. To quote Guy, “Legacies are built over a lifetime and left in a moment. The way we choose to live our lives, and the values on which we choose to establish our foundation, will ultimately determine the legacy we leave to future generations.”

Guy attended Howard Payne University before graduating from the College of Financial Planning where he earned the Certified Financial Planner� designation.

Larry Faigh, President

Persuasive Communication/Sandler Training

214-808-8482

larry.faigh@sandler.com

It has been said that salesman never die; they just keep closing. So when Larry Faigh decided to take on another entrepreneurial venture after 20 years of selling for Corporate America, teaching and improving selling techniques to small business was a natural next step.

Now the President of Persuasive Communication, a franchise of Sandler Training Systems, Larry was previously Director of Wholesale-Pacific for VQ OrthoCare, a manufacturer of orthopedic rehab devices.

In that position, Larry built a sales network from scratch, managing a team of account executives, independent contractors and distributors who sold into orthopedic, pain management, rheumatology and medically integrated clinic environments.

Previously, Larry was Senior Regional Sales Manager, responsible for the Southwest, Central & Midwest Regions of the U.S. for Cool Systems, Inc./Game Ready, a manufacturer of cold and vasopneumatic compression therapy products. There, Larry co-developed the firm’s national military sales strategy and developed and implemented its regional growth and expansion plan.

Before that, Larry was the owner of Sienna Medical, a medical device distributorship specializing in electrotherapy and orthopedic rehab products based in Dallas. In addition to running the business, Larry developed sales strategies for existing product lines resulting in $700K increase in first year revenue and implemented new product lines and market direction and strategies resulting in a $500K sales increase.

Larry received a BBA in Finance/Economics from Southern Methodist University.

Note: No refunds will be processed as they can be applied to future workshops.

SCORE is a 501(c)(3) non-profit association dedicated to helping small businesses get off the ground, grow and achieve their goals through education and mentorship. We have been doing this for over fifty years.

Because our work is supported by the U.S. Small Business Administration (SBA), and thanks to our network of 10,000 volunteers, we are able to deliver our services at no charge or at very low cost.