Easy-to-Execute Strategies RIA Owners Can Use to Convert Prospects to Clients
Martin Scott, CFP®
Lasting Wealth Principles
Martin is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BS from Cornell University and an MBA from Seton Hall University. Martin’s commitment to being a lifelong learner of financial planning knowledge and getting involved in the profession is shown by his active memberships in the Association of African American Financial Advisors (AAAA), XY Planning Network (XYPN), and National Association of Personal Financial Advisors (NAPFA). Additionally, Martin is part of the Cornell Entrepreneurship Network (CEN) as he believes that continued learning of how to be a great business owner ultimately will provide the most value to clients.
Lacy Rogers, CFP® CRC®
The Dedicated Dollar
Lacy Rogers is the Founder of The Dedicated Dollar. After a decade in the broker-dealer world, Lacy transitioned into working with clients of her choosing and living a life that she loves. She now empowers her clients to make confident life and money choices, which usually revolve around moving to the countryside to live the farm life.