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The Dimensional Selling : Know Your Audience Panel at the Kelowna 2024 Pinnacle Wealth Conference was a standout session.

Writer's picture: Pinnacle WealthPinnacle Wealth
1 min read


 

The Dimensional Selling: Know Your Audience Panel at the Kelowna during the 2024 Pinnacle Wealth Conference was a standout session that emphasized the importance of understanding and connecting with clients on a deeper level.


The panelists delved into the intricacies of tailoring sales strategies to meet the unique needs and preferences of individual clients, highlighting the significance of personalized approaches in the financial services industry. Attendees gained valuable insights on how to enhance client communication and build lasting relationships based on trust and understanding.


Overall, the Dimensional Selling panel was a pivotal session that underscored the pivotal role of client-centric approaches in driving success in the financial sector. By focusing on knowing and engaging with the audience at a profound level, professionals can elevate their sales strategies and foster stronger connections with clients, ultimately leading to enhanced satisfaction and long-term loyalty.


 

Moderator

Darvin Zurfluh : CEO and Chairman


Panelists

Cori Fitzsimonds - Pinnacle Wealth : Head Office  

David Blaeser - Pinnacle Wealth : Dealing Representative

Steven Blasiak - Pinnacle Wealth : Dealing Representative

Darrell Schroeder - Pinnacle Wealth : Dealing Representative 

Valérie Chartier - Pinnacle Wealth : Dealing Representative  

Dan Brodeur - Pinnacle Wealth : Head Office


We would like to express our gratitude to the panelists for their insightful contributions and to Darvin Zurfluh for his exceptional moderation.

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$1.3B+

INVESTED 

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INVESTMENT PROFESSIONALS 

10,000+ 

CLIENTS

2006  

ESTABLISHED 

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Pinnacle Wealth Brokers Inc. (“Pinnacle”) is registered as an Exempt Market Dealer in the provinces of Canada. Pinnacle is also registered as a Portfolio Manager in BC, AB, MB, SK, QC and ON and as an Investment Fund Manager in AB, ON and NL and QC. Pinnacle provides private investment opportunities to qualifying Canadians through a network of trained, registered dealing representatives throughout the country. This information does not constitute the sale or purchase of securities. This is not an offering of securities. Offerings are made pursuant to an offering memorandum and only available to qualified investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. The risks of investing are outlined and detailed in the applicable offering memorandum and you must review the offering memorandum in detail prior to investing. Investments are not guaranteed or insured and the value of the investments may fluctuate.

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