April 14, 2021, 1- 2 p.m. CT Virtual
We all get nervous during tense client interactions. Guest speakers Andrea Shafer and Darla Pellersels have been there.
Join us as they share a few key learnings that can help you turn these situations into growth opportunities. The event also includes time for networking with fellow financial professionals and Cambridge leaders.
Andrea Shafer, First Vice President, Cambridge Investment Research Legal and Risk
Andrea knows that financial professionals want to go the extra mile to help clients achieve their goals. What happens when she needs to let them know that they may be exposing themselves or their clients to risk?
Darla Pellersels, President and Owner, Prosperity Financial Associates
Darla built her reputation boosting the net worth of her entertainment industry clientele. How does she modify her approach when working with this unique audience?
Community of Women
The Cambridge Community of Women was created to encourage more women in the advice industry, not fewer men. It’s about welcoming even more women into our industry, creating opportunity, and navigating leadership with confidence.