power your advice

The Importance of Building Relationships with Stephanie Patti

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stephanie Patti, CEO of Global trend Events, discussing:

  • What the heck goes on at GTE Wealth Forums
  • The importance of building relationships vs. having meetings
  • Why you should consider attending niche events in addition to the traditional large industry shows
  • How delivering a high-quality experience can lead to repeat business and referrals to your firm
  • Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.RESOURCES: Global Trend Events| Discovery Data

Related: Considering the Energy Industry with Stacey Morris

Presented by: Thompson IM Funds, Inc.