Cool serves on panel at national conference
Waldorf financial planner Joyce Cool recently served on a panel at The Investment Center’s National Education Conference in Boston. The session, “Advisor Panel: Best Practices Forum,” was held on the main stage of the conference with over 100 people in attendance.
The panelists spent an hour offering tips and advice to an audience of their peers, including how to build client relationships and strategies to grow their practices, according to a press release.
“We have only been affiliated with The Investment Center for a little over a year,” Cool said in the press release. “I was thrilled to be asked to serve on a main stage panel at the NEC and happy to give back to a group that has been so helpful to us.”
The Investment Center holds its National Education Conference annually.
Cool and her partner, Robert Ramos, are personal financial planners and co-founders of Wealth Management Partners in Waldorf.