Session Description

Remember when business was fun? You’re allowed. It’s OK. In fact, people tend to do business with people they like, according to Trovato. You can be the best financial planner in the world, but if no one knows you, loves you and trusts you, you will be a very good, but lonely financial planner with lots of time on your hands. Using a play on the TV show Seinfeld, where “nothing” really means everything, Troavto helps you learn how and why to do successful client events, explains why traditional mission statements don't work, what to do instead and how he achieved Top of the Table status in just two years.


Biography

Joseph A. Trovato is a 13-year MDRT member with two Court of the Table and one Top of the Table honors. He began his professional career in the pharmaceutical industry. After three years of learning the real world of business, he decided to switch gears and enter the financial planning and wealth management field. In 2012, he ventured out on his own to launch Trovato Wealth Management, which has become recognized as one of the leading financial planning and asset management firms in California.

Trovato Wealth Mgmnt
4925 Commerce Dr Ste 100
Bakersfield, CA 93309 USA

Email: joe@trovatowealthmanagement.com
Phone: 661-864-7500

Date and Time

Wednesday, June 17, 2015
11:30 a.m. - 12:30 p.m.

Audience appeal

Global

Track

Marketing

Category

Business Best Practices