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Shannon Rosic on Creative Client Engagement
Manage episode 442839455 series 3578292
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Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights.
Shannon also shares fun stories, including her love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.
Connect with us below!
- Shannon Rosic on LinkedIn
- Informa
- Wealth Management EDGE
- Brodrick Lothringer on LinkedIn
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