"Improving the client experience is important to our advisors" Denis Walsh, President & CEO
(PRWEB) June 12, 2015
Wealth Management and Financial Planning firm Money Concepts welcomes Bill Cates CSP, CPAE, a Hall of Fame motivational keynote speaker and an expert in client attraction and client engagement.
Money Concepts President & CEO Denis Walsh states “Improving the client experience is important to our advisors. We are excited to have industry expert Bill Cates addressing our professionals."
In the past 20 years, Bill has spoken to over 1500 audiences on 5 continents, including keynotes for the prestigious Million Dollar Round Table in the US, Australia, Korea, and Malaysia. Bill’s content-rich keynotes and breakouts are dynamic, fun, and high energy.
About Money Concepts®:
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International, Inc. has a network of approximately 700 financial professional’s centers nationwide.
In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.