Speaking Engagements
Speaking Engagements
Scott D. Sorrell, CLU®, ChFC®, AEP®, 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 capabilities.
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 engagements include:
- Capitol Financial Solutions Annual Meeting, Raleigh, NC
- Signator Investors Practice Advancement 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:
- MDRT Magazine
- Investment News Net
- Signator Investors' Forward Magazine
Scott Sorrell and William Smith kicking off Signator's 2016 Practice Advancement Conference
Scott Sorrell presenting at NAIFA-NC's Annual Meeting and Delegate 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.