January 8, 2016 Neal Quon

Neal Quon to Speak at RIA Count on Success Summit

Count on Success Summit

We would like to personally invite you to a virtual event, the Count on Success Summit, where I’ll be one of the speakers. Operations marketing manager and coach to RIA’s, Maria Marsala, created this event specifically for RIA’s and Financial Advisors — and I can’t think of another one like it!

More Profit. More Time. More Fun. That is the theme of the Summit, and the speakers were chosen to deliver!

All of the speakers are qualified trainers, coaches, consultants, and authors with incredible experience in the financial services industry. I’m very honored to be taking part in the Success Summit and strongly encourage you to register.

If you want More Profit, More Time and More Fun in 2016, click here to learn more and register

There’s NO COST, NO TRAVEL, NO HOTELS. You can get all the business strategies you need for 2016 from the comfort of your office.

PLUS, all 10+ of the speakers were gracious enough to provide a free gift, so once you register, you’ll have immediate access to all of them. These free gifts are special — they are Done-for-You Templates or Checklists that help you easily implement profit-boosting and timesaving strategies without worrying about “How”.

Our industry is changing — quickly. Those who are ahead of the curve will WIN BIG. Join me and the other amazing speakers to draft your own Success blueprint for 2016. (You can be sure I’m looking forward to hearing everyone’s strategies, too!)

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Neal Quon

Neal Quon began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning. Being an independent advisor gives Neal an understanding of the challenges financial advisors face when selecting the tools to best meet the needs of their clients. He helped establish the technology for a Texas-based Registered Investment Advisor as he also built his initial book of business. Neal also bridged many channels in financial services, with a consistent focus on the front office of operations. He has worked for and consulted for many of the the industry’s leading service providers. This includes Albridge Solutions and CashEdge, Inc. Neal also directly coached financial advisors, serving as the Practice Consulting Manager for the Pacific Life group of broker dealers prior to their sale to LPL. In founding QuonWarrene with Blane Warrene, he brought client-facing technology expertise and regularly speaks and advises on practice management issues today.

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