Shirley Flick, CFP, has been selected by her broker-dealer, Cambridge Investment Research Inc., to participate in an exclusive Leaders Club workshop. Cambridge rep-advisors were asked to participate based on their dedication to quality service and prominent levels of success.
The emphasis of the workshop will be on the continuation of growth, while maintaining a high level of service .The main attraction of the Leaders Club two-day event is speaker Matt Oechsli, a leading voice in the financial industry. Among other material, Oechsli will share a customized version of his popular Secrets of the Rainmaker presentation which will offer valuable insights to effectively acquire and serve affluent clients.
“lt is our privilege to recognize advisors who dedicate themselves to professional development while maintaining great service to each client,” said Eric Schwartz, chief executive officer and founder. “We want to continue to support our advisors by offering these opportunities that expose them to different perspectives that lend to the development of news kills.”
The Leaders Club workshop was held in conjunction with Cambridge’s annual Ignite conference, Sept. 25-28 in Scottsdale, Ariz.
Flick is an independent trusted advisor who focuses on helping people and businesses build a sound financial foundation for themselves and their families. She accomplishes this by putting the client’s interest first and implements sensible strategies that fit her client’s resources and comfort levels. Her office is located at 1618 Main Street, Great Bend. Call 620-793-9999.