Session Description

Do you work in your practice or on your practice? If you were not in this business, is your current firm the place you would want your family to go for financial advice and wealth management? If you were building your firm today, would you hire your current staff? Does it make sense to invest in great coaches rather than paying for preventable mistakes? Patel provides three secrets that you can implement today to create the practice you envisioned and make your competition irrelevant.

Biography

Devang Patel, CFP, CLU, is a 12-year MDRT member with four Court of the Table and four Top of the Table honors. He is an advisor for Virtus Wealth Solutions, an office of MetLife. He believes in understanding every client’s individual situation before making recommendations, as well as keeping them informed of the latest market conditions and financial and insurance information. As a selected advisor of the MetLife Premier Client Group Ambassador program, he lends his insights through various financial media outlets and continues to teach industry education courses across the country.

MetLife
1 Betty Ann Dr
Edison, NJ 08820 USA

Email: dpatel2@metlife.com
Phone: 908-497-2615
Website: www.virtuswealthsolutions.com