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:
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: