Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC

Advanced Planning Advisor

CONNECT

Address:

8816 Six Forks Road , Suite 301
Raleigh, NC 27615

Phone:

(919) 719-3817

Speaking Engagements

Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC is an Advanced Planning Advisor in Raleigh, North Carolina. Scott has been invited to speak at several organizations, including financial services firms, universities and non-profit organizations. He is able to share his professional experiences, business knowledge, and planning capablities.

During his sessions, Scott explains the concepts, tools, and applications that he implements on a daily basis to maximize his financial services practice for deep client relationships.

Scott Sorrell's recent speaking engagments include:

  • Capitol Financial Solutions Annual Meeting, Raleigh, NC
  • Signator Investors Practice Advacement Conference, Orlando, Florida (2013, 2016)
  • Duke University- Fuqua School of Business
  • High Point University
  • Appalachian State University
  • National Association of Financial Advisors (NAIFA)
    • NAIFA NC Annual Meeting and Delegate Council Conference
    • Various chapters throughout North Carolina
  • Innovative Financial Group, Nashville, Tennessee
  • Empire Financial Partners, Albany, New York
  • Cutco/Vector Marketing, Raleigh, NC
  • Rotary Groups and Other Non Profits

Scott Sorrell has also been published in the following industry publications:

 

 

Scott Sorrell and William Smith kicking off Signator's 2016 Practice Advancement Conference  

 

 

 

 

 

 

 

 

 

 

 

 

Scott Sorrell presenting at NAIFA-NC's Annual Meeting and Delagate Council Conference-   June 2015

 

 

 

 


 

 

Scott, after speaking for 500 industry peers in September 2013 with industry leader Lou Cassara, CLU, ChFC.

 

 

 


 

 

 

 

 

Scott at Innovative Financial Group's 2014 Kick-Off Meeting in Nashville, TN.


 

 

 

 

Scott speaking at an Appalachian State University Finance Class, Boone, NC


 

To inquire with Scott about speaking at your organization, click here.