Professional Development Events

For your next Regional/National/International Conferences, Recognition Events, Industry Association Events, Recruiting Initiatives, and Training Initiatives.

Financial Services Industry Speakers

Bill Bachrach, CSP, CPAE
Bill Bachrach
Rick Barrera
Rick Barrera
Jim Cathcart
Jim Cathcart
Patricia Fripp, CSP, CPAE
Patricia Fripp
Mark Little
Mark Little
Anne M Bachrach
Anne M Bachrach
Alan Parisse
Alan Parisse
Lewis Schiff
Lewis Schiff
Don VanLandingham
Don VanLandingham

Our speakers provide insight into leading-edge principles designed to improve performance within the Financial Services industry in both field and leadership levels.

  • How to create high-trust, client-centric relationships that lead to expanded business opportunities and an intense level of client loyalty
    • How to accelerate your business growth through practice optimization
    • Client profiling/segmentation
    • Creating a superior Deliverables Team
    • Delivering consistent, high quality services through process improvement
    • Applying time management disciplines to create an efficient and effective practice
    • Creating a referral-based business
  • How to recruit, lead and retain high performance professionals
  • Financial Services Industry - Past, Present and the Future.