Independent Broker Dealer Money Concepts is Pleased to Announce Keynote Speaker Bill Cates to their Financial Planning Congress Agenda

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Money Concepts adds keynote speaker Bill Cates to address independent advisors during Financial Planning Congress.

Bill Cates CSP, CPAE

"Improving the client experience is important to our advisors" Denis Walsh, President & CEO

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.

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Contact Author

Allen Porter
Money Concepts
561-847-2113 Ext: 2113
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Mario Monteiro
Money Concepts
561-472-2000 2004
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