Discussion Leader

Jeff Magson, Vice PresidentSales and Platforms, 1st Global

Client Acquisition – How, Why and When to Talkto Your Clients about What

Nick Murrayfinancial advice writer

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Client Acquisition throughTarget Market Development

Brian FinniganVice President, Chief Marketing Officer, 1st Global

Client Acquisition throughMergers and Acquisitions

David Goad, ChFCPresident, Succession Planning Consultants, Inc.