Higher Quality Communications – Package Your Plan and Personal Presence

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Feb 25, 2021

4:30 pm - 6:00 pm

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Sally Stalcup, Founder and Principal Consultant, will provide best practices for new business presentations, consultant reviews, and client cross-sell opportunities.

Partnering with Stalcup Consulting means working with a skilled, knowledgeable and insightful consultant with over 25 years of experience within the investment management industry.

For speaker bio click here.

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This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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