Breaking Through the Next Level in Relationship Management

ìToday's top advisor has an explosive opportunity to boost revenue, referral frequency and case size,î said
Anthony Morris, an international speaker and practice development specialist. At the 6
th annual
Distinguished Advisor Conference to be held November 8-11 at the Loews Ventana Canyon Resort in Tucson, Arizona, Mr. Morris will present the three key strategies for conference delegates that will help them lead in turbulent times and turbo-charge their productivity.
He will discuss prospecting and acquiring new clients, signing clients for additional services and keeping touch with clients. Mr. Morris will showcase clever uses of simple technology, creative deployment of client conversation, conceptual selling and personal branding that will allow you to re-align your business model, increase income and take more time off.
EDUCATIONAL RESOURCE: Information on the latest information related to financial crisis will be presented at DAC (Distinguished Advisor Conference) hosted by The Knowledge Bureau in Tucson, Arizona November 8-11. Speakers such as Robert Ironside (see his commentary above), and Richard Croft will address leading tax and financial professionals on the technical and soft skills required to embrace
Leadership and Opportunity in Turbulent Times.
Registration for the conference will be accepted until Friday, October 30th.