Engaging the Female Client

Search
Speakers

As you know, women are increasingly becoming more in control of a family’s wealth and advisors are looking to further serve this growing market. Our building a practice around women speakers know how to help you attract, recruit and retain high-net-worth female clients to not only grow your business today, but also to preserve your business for years to come.

Anthony DiLeonardi

Engaging the Female Client, Legacy Transfer & Generational Strategies

Read More

Erin Botsford

A “Top 100 Women Financial Adviser” & Inspirational Speaker Who Delivers Results

Read More

Anne Loehr

Dubbed “The Generational Guru” by the Washington Post, Anne Prepares leaders to Lead the Workforce of Tomorrow

Read More

Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

Read More

Maribeth Kuzmeski

Maribeth specializes in strategies for Standing Out in order to achieve measurable new business growth for financial services firms, entrepreneurial-minded corporations, and salespeople.

Read More

Kelly McDonald

Kelly McDonald is a marketing and advertising expert and considered one of the nation’s top experts in multicultural marketing and consumer trends.

Read More
Page 1 of 2«12»
© 2023 Ro Morrison & Assoc.