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Sunday, September 25, 2011

2:00 PM - 2:50 PM
Track: 09/25/2011 View Track

BROKER PRE-CONFERENCE WORKSHOP A- NOT ALL ADVISERS ARE CREATED EQUAL: MAKING THE MOST OF YOUR DESIGNATIONS TO BECOME A TRUSTED ADVISER

Sharon Pivirotto, AIF, PPC, COO, FINANCIAL SERVICE STANDARDS, LLC
Don Settina, President and CEO, FINANCIAL SERVICE STANDARDS, LLC

With few government regulations, anyone can market themselves as financial advisers/planners.  How can you distinguish yourself from the crowd?  Utilizing your designations is a great way to convey professionalism, authority, credibility and expertise, while demonstrating a commitment to the industry and on-going education. 

  • Choosing the right designations for you
  • Know the requirements for each designation
  • Best ways to market yourself effectively as an expert in the field

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