Client Event


Client appreciation events are a great way to make your clients feels good about their choice of advisor and to also turn them from clients into advocates. We provide you with a great group of speakers who can speak both inside and outside of financial planning. We help you bring in speakers that will appeal to your client’s interest not just their portfolio.

Jonathan Schroeder

Known for his online persona, the Head Wine Geek, Jonathan brings a great passion for and vast knowledge of wine that is combined with decades of sales experience to show how, handled properly, wine can become one a powerful selling tool in your arsenal!

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Gary Piattoni

As a nationally recognized expert in art and antiques Mr. Piattoni delivers programs on the current state of the art, antiques, and collectibles market at client events.

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Dr. Jack Singer

Giving Financial Professionals a competitive edge by teaching them how to develop the mindset of a CHAMPION!

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Barbara Sanfilippo

A CPAE Hall of Fame Speaker Speaker Who Inspires Breakthrough Performance at Work and in Life®

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Annette Bau

For over 20 years Annette Bau has been an advisor and top producer, consulting extensively with affluent clients including entrepreneurs and affluent women

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Michael Lombardi

Michael Lombardi is a dynamic speaker with some great insight. He’s been a confidant of Patriots head coach Bill Belichick for over two decades and he’s a part of the “inner circle.”

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