Client Acquisition


Every day, high net worth clients switch advisors, and prime among the reasons is the quality of service. Our client acquisition speakers provide customized programs and strategies on ways to attract and recruit and ultimately retain wealthy clients.

David Avrin

The Visibility Coach – Teaching Professionals How to Create Visible Advantages to Become the Top Choice

Read More

David Meerman Scott

Inspiring People to Set Old Ideas Aside and Use New Ways to Achieve Real Results

Read More

Deirdre Van Nest

Teaching Professionals How to Increase Their Influence, Credibility & Visibility

Read More

Erin Botsford

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

Read More

Frank Maselli

The Financial Industry’s Premier Keynote & Sales Trainer Who Delivers Modern Ideas & Actionable Take-Aways

Read More

Mark Magnacca

The Product is You – Helping Your Sales Team Create and Communicate Value

Read More
Page 2 of 7««1234»Last »»
© 2021 Ro Morrison & Assoc.