David M. Wheat Advisor Joins Other Industry Leading Financial Advisors in Scottsdale
Bedford, New Hampshire – September 16, 2013 – David M. Wheat of Axiom Advisors, LLC has been selected by his broker-dealer, Cambridge Investment Research, Inc. (Cambridge) to participate in an exclusive Leaders Club workshop. Cambridge rep-advisors were asked to participate based on their dedication to quality service and prominent levels of success.
The emphasis of the workshop will be on the continuation of growth, while maintaining a high level of service. The main attraction of the Leaders Club two-day event is speaker Matt Oechsli, a leading voice in the financial industry. Among other material, Oechsli will share a customized version of his popular Secrets of the Rainmaker presentation which will offer valuable insights to effectively acquire and serve affluent clients.
“It is our privilege to recognize advisors who dedicate themselves to professional development while maintaining great service to each client,” said Eric Schwartz, CEO and founder. “We want to continue to support our advisors by offering these opportunities that expose them to different perspectives that lend to the development of new skills.”
The Leaders Club workshop will be held in conjunction with Cambridge’s annual Ignite conference, September 25-28 in Scottsdale, Arizona.
About Axiom: Axiom Advisors, LLC is an independent Registered Investment Advisory firm registered in the State of New Hampshire for Financial Planning. Axiom was established in 2005 by David M. Wheat, CFS, ChFC, a 24 year veteran of the financial services industry. “Our passion is planning. We help people envision their future. Our process is a collaborative exercise that incrementally transforms your financial resources to form a support structure the future you choose.” More About Axiom Advisors.
More about David Wheat, CFS, ChFC