WOW June-How to Attract and Retain Clients Through Relationship Building

4800 Merle Hay Road,Urbandale IA 50322

21 June, 2022

Description

When you're a business owner, the number one thing you must do is get in front of people. Join us for a brainstorming round-table where we will share our best marketing ideas for your business. You could have the best product or be the most knowledgeable, but if you aren't sitting in front of someone it does not matter. This is one thing that most business owners struggle with. Often business owners don't know how to approach people, are uncomfortable asking or feel like they are imposing on people by asking for a sale. Ann A. Merkley Financial Advisor Merkley Wealth Associates www.MerkleyWealth.com Ann has been in the financial industry for over 38 years. As Senior Partner with Merkley Wealth Associates, Ann brings the experience and knowledge to help you identify wealth-building opportunities. Ann also focuses on helping you protect your assets as you approach retirement by providing a comprehensive investment analysis.She specializes in retirement, estate, elder care and legacy planning. Ann’s professional qualifications include:• Senior Partner with Merkley Wealth Associates•Registered Representative of Park Avenue Securities• Licensed in multiple states In her free time, Ann enjoys being with her family and connecting with others in her community. Ann is the founder of Women of Worth (WOW), a business women's networking group. She attended Drake University in Des Moines, Iowa. She was born in Des Moines and recently moved to Polk City with her husband and has three grown children and 4 grandchildren. You can reach Ann at 515-441-1638 or [email protected].