Seattle Chapter Regional Event

T.E.A.M. Dynamic

Forge strong, mutually beneficial relationships with others by connecting with the core personalities that drive their actions. Attendees will be shown:

  • Four core personality types
  • How others may perceive them
  • Ways to improve relationships and customize sales approaches based on the core personality types.

Food and beverages will be served.

Our Speaker

Suzette Rothberg, CFP®

She is a sought after national speaker appearing at hundreds of industry conferences including Barron’s Top Advisory Teams Conference. With 25 years of industry experience, she specializes in helping advisors develop their professional expertise in key areas such as understanding investor behavior, defining the characteristics of successful financial advisors, and women’s leadership initiatives.

Suzette has been featured in industry publications such as Financial Planning and Investment News. She is a graduate of Mount St. Mary’s University in Los Angeles and holds the Certified Financial Planner designation.

Our Sponsors

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Pimco