Suzette travels across the country as a sought after speaker appearing at hundreds of industry conferences including Barron's Top Advisory Teams Conference. With 27 years of experience and as a Certified Financial Planner herself, Suzette is a veteran in the wealth management industry and brings that knowledge to the development and delivery of advanced financial adviser education.
Suzette leverages her proven track record and vast experience as an award-winning wholesaler, speaker and coach providing practical applications and tools along with customized curriculums designed to drive permanent results for client businesses.
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Speaking engagements are by referral only.