Founder/Partner, Ro Morrison & Assoc. A Speaking and Training Company Distinctly Focused on the Financial Services Industry. Our approach......Consultative /Speaker ROI/Drive Sales
Many thanks to RBC PH&N Investment Counsel for selecting two of our outstanding RMA speaker partners for their National Investment Counsel event held in Boston, MA recently. Following extensive travel, observation, and scientific research focused on identifying the world’s longest-lived and happiest populations, Tony Buettner of Blue Zones highlighted the shared dietary and lifestyle patterns that link these blue zones in terms of longevity and overall health. Tony discussed that adopting these scientifically-proven habits could extend the average American’s lifespan by 12 years, leading to a higher quality of life. Tony also recounted personal stories of many Centenarians leaving a profound influence on the group. Dan Allison, the founder and leading advocate of Feed Back Marketing Group, established a client engagement methodology that has the potential to significantly increase current client referrals and introductions by up to two or three times. Dan conducted a 1 1/2 hour workshop and provided attendees with a structured approach to implementing his proven referral strategies. His systematic method empowered individuals to strengthen their client relationships and generate greater value for their business. If you are interested in learning more about Tony and Dan's programs, please reach out to Roseann (Ro) Morrison at 760 -522-8394. #RMA#RMAmagic#BlueZones#referrals #financialservices #conferencespeakers #financialadvisortraining #wholesalertraining