"How to Capture $10 Trillion in New Business"

Posted: Nov 03, 2011

Joan, assisted by teammate Glenn Baldwin, delivered a three hour workshop to Lee Financial Corporation, a dallas-based wealth management firm, on October 28th.  The focus of the workshop was on how the wealth manager can be an effective exit planning team member.  Participants were given an opportunity to apply their new knowledge as they worked through case studies. The workshop is available for groups of professional advisors who have lower mid-market business owner clients. Please call 214-692-9192 for details about how to book this event for your group.