Services: Speaking/Workshops


A Partial List of Speaking and Consulting Clients

Agents Council for Technology (IIABA)
AIM Investments
American Century
American Society of Association Executives (ASAE)
Assante (Financial Concept Group)
Aviva
Conseco
Fidelity
Financial Planning Association
FundEx Network
Greater Washington Board of Trade
Horsesmouth
Investment Management Consultants Association
John Hancock
Legg Mason
LIMRA
LPL Financial Services
Manulife
Mass Mutual
Merrill Lynch
MFS Investment Management
Michigan Association Insurance Agents
Million Dollar Round Table
National Association of Independent Life Brokerage Agencies (NAILBA)
National Association of Personal Financial Advisors (NAPFA)
PrimeVest
Protective Life
Prudential
RBC Dain Rauscher
Right Associates
Securities America
Security Benefit Group
Smith Barney
Suburban Maryland Life Underwriters Association
SunTrust Securities

By Category

Associations

Agents Council for Technology (IIABA)
American Society of Association Executives (ASAE)
Financial Planning Association (FPA)
Greater Washington Board of Trade
Investment Management Consultants Association (IMCA)
LIMRA
Michigan Association of Insurance Agents
Million Dollar Round Table (MDRT)
National Association of Independent Life Brokerage Agencies (NAILBA)
National Association of Personal Financial Advisors (NAPFA)
Suburban Maryland Life Underwriters Association

Broker Dealers

Assante (Financial Concept Group)
FundEX Network
  LPL Financial Services
Medallion Group
PrimeVest
Raymond James
Securities America

Life Insurance Companies

Aviva
Conseco
John Hancock
Manulife
Mass Mutual
Protective Life
Security Benefit Group

Mutual Funds

AIM Investments
American Century
Fidelity
MFS Investment Management

Regional and Wirehouse Firms

Legg Mason
Merrill Lynch
Prudential Securities (Wachovia)
RBC Dain Rauscher
Smith Barney

Miscellaneous

Garrett Planning Network
Horsesmouth
Right Associates
SunTrust Securities

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