On day one of the 2024 Pinnacle Wealth Conference, the Business Development Strategies Panel was a pivotal event aimed at enhancing business growth and client engagement.
The panel focused on strategic objectives to drive success for both Dealing Representatives and their clients offering valuable insights for all attendees. We extend our heartfelt gratitude to the esteemed panelists for their expertise and contributions, enriching the conference experience for all participants.
Acknowledging the vital role of Dealing Representatives, the panel emphasized the importance of tailored strategies to effectively meet client needs. Their dedication and commitment to delivering exceptional service were highlighted throughout the discussions, showcasing the unwavering support provided by Pinnacle Wealth to its Dealing Representatives and the value Dealing Representatives bring to our future goals and objectives.
Overall, the Business Development Strategies Panel was a platform for innovation and knowledge sharing, fostering a culture of excellence and growth within the financial industry. We look forward to implementing the valuable takeaways from the panel to further elevate our services and support our clients in achieving their financial goals. Thank you to all the participants for making this event a success.
Moderator
Dan Brodeur : Senior VP Business Development
Panelists
Geoff LaFleur : ICM Asset Management
Jamaica Zarchekoff : Invico Capital
Michael Warnes : Dealing Representative, Pinnacle Wealth
Lloyd McDonald: Pinnacle Wealth, Board and Alumni
Cooper Duncan : Dealing Representative, Pinnacle Wealth
We would like to thank the panelists as well as Dan Brodeur for his excellent moderation, as his expertise and leadership led insightful discussions and enriching the event for all attendees.
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