Broker Check

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.