10 Unique Practice Management Ideas in 20 Minutes that make an Impact

    March 03, 2021
    12:00 PM - 1:00 PM
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    Zoom Call


    Lunch and Learn with the FPA-LI

    Annmarie Woods and Michael Gearty of
    Guggenheim INvestments presents:
    10 Unique Practice Management Ideas in 20 Minutes

    It's the people you meet along the way and how you treat them that opens doors for them to become and remain clients.
    We will explore same quick and easy tips to make a BIG impact!

    Many financial advisors are looking for new and impactful ways to acquire and retain clients, however finding the time to research creative ideas is often difficult.  Join Guggenheim Investments, Annmarie Woods, Regional Vice President, as she delivered 10 ideas which are simple, actionable and easy to implement.  Annmarie takes the ideas you may have heard before to another level.  Learn how to enhance handwritten notes, tap into your alumni network, use Google Alerts, and creative ways to say a simple Happy Birthday and more.  

    Take advantage of this opportunity to learn new ways to engage with your clients and ultimately increase client satisfaction.

    Complimentary Attendance 

    Sponsored BY:

    Presented by:

    Annmarie Woods

    Regional Vice President, New Jersey, Long Island, and Metro New York

    Annmarie Woods is the RVP for the Independent Advisor Distribution channel at Guggenheim, with responsibility for New Jersey, Long Island, and Metro New York.

    Previously, she was a Senior Wholesaler at New York Life Investments, covering separately managed accounts, mutual funds, ETFs, and hedge funds.  During her 15 year tenure at New York Life Investments, she received awards for top producer and wholesaler of the year, was feature in firm-wide programs for women in finance/investing, and was a keynote speaker at top-advisor symposiums on unique practice management ideas.  She has also held sales roles at Pionner Funds and Prudential Securities.  She currently serves on the Board of Trustees of Rider University and is a mentor for the Rider Women's Leadership Council.

    She received a B.A. in Political Science and Government from Regis College and is series 7, 63 and 65 registered. 

    Complimentary Attendance for Members and Non-Members