19TOT-08V: Top of the Table Speaks

Main Platform Session

When it Comes to Clients, One Size Does Not Fit All – The Power of Serving Right-Fit Clients; How to Motivate a Client to Take Action; Go Back to Basics after Selling Up; The Bucket Plan - Sophistication in Simplicity; Keeping it Positive: Gratitude to Keep You on Track; Networking Your Way to Top of the Table as a Millennial; Create a Strong Foundation by Having a Formal Financial Philosophy; Life’s a Journey Not a Destination- Enjoy the Ride!