Telling Your Story/Value Proposition

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Speakers

Chris Spurvey

Chris Spurvey is all about the sales mind-set.  Chris is the author of It’s Time to Sell: Cultivating the Sales Mind-Set.  After consciously choosing the sales profession as a means to create a better life for his family, Chris realized that negative images of sales were holding him back. By shifting his mind-set, Chris was […]

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Erik Wahl

As an internationally recognized graffiti artist and a #1 best selling business author, Erik redefines the term “keynote speaker”

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Richard Weylman, CSP, CPAE

Richard has a worldwide reputation for helping clients better understand how to make the changes necessary to attract and retain new customers, as well as the right talent to elevate business performance

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Ray Sclafani

Ray Sclafani is founder and CEO of ClientWise, the premier coaching and training company serving the financial services industry. Through ClientWise, Ray has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, UBS, LPL, Ameriprise Financial, Raymond James, MetLife, and NorthWestern Mutual. In addition, he has spoken on […]

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Penny Phillips

Penny Phillips is the Director of Practice Management at ClientWise LLC. Penny has worked in a variety of practice management and consulting roles during her career in financial services. Prior to joining ClientWise, Penny worked at Envestnet as a Vice President of Strategic Consulting, focused on helping firms navigate through the ever-changing landscape of the advisory […]

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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