Session Description

Every advisor’s dream involves a practice with a list of clients vying for their services. According to 20-year Top of the Table member Devonport, it isn’t impossible. Join Devonport to learn how to differentiate your practice, creating the perfect client experience. She also discusses dealing with clients expectations, developing clients for 10 or 20 years from now and creating the perfect back office.

Biography

Tracey Karen Diana Devonport is a 21-year MDRT member with 21 Top of the Table honors. Devonport is passionate about the financial planning industry and is a regular guest on financial programs in South Africa. She is the author of “Poor No More” and runs a successful wealth practice. She was Lebone’s Business Woman of the Year in 1998 and attributes her success to the “caring gene” all great financial planners carry.

Tracey Devonport Financial
PO Box 855
Houghton 2041 South Africa

Phone: 11 4851498
Website: www.Devonport.co.za