Practice Management
Is there room for growth in your practice? Try our New Ways of ThinkingSM to enhance your effectiveness in serving clients and pursuing potential opportunities. Putnam has partnered with experts in financial planning practice management to help you build your business today.
Dennis Moseley-Williams
Founder and President, Dennis Moseley-Williams Strategic Consulting
Dennis Moseley-Williams Strategic Consulting helps organizations reach, connect with, and build sustainable positive relationships with their desired communities through the integrated application of effective communications strategies and best business practices. Founder Dennis Moseley-Williams works closely with clients to develop customized solutions that drive results, increase revenues, produce long-lasting client relationships, and build businesses based on skill, knowledge, and personal service.
Member of the Putnam Business Advisory Group, Putnam's national speaking bureau.
moseleywilliams.com
Don Connelly
Founder and CEO, Don Connelly and Associates, LLC
Don Connelly is perhaps the nation's most successful speaker, motivator, and mentor to advisors in the financial services industry. Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling, and becoming a successful financial advisor. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, and national sales manager, and for nearly 19 years he was company spokesperson, Senior V. P., and Senior Marketing Officer for Putnam Investments.
Member of the Putnam Business Advisory Group, Putnam's national speaking bureau.
Donconnelly.com