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San Diego, California - Chapter Meeting

When:
Wednesday, February 24, 2021, 8:30 AM until 9:30 AM
Where:
https://us02web.zoom.us/j/87227339666?pwd=c1BsUHlNMVVkR0VMMFo4TmVlQU94Zz09
CA  
Additional Info:
Contact(s):
Citadel N Penn
7608919040 (p)
Category:
Chapter Meetings
Registration is recommended
Payment In Full In Advance Only
No Fee
No Fee
No Fee
No Fee
Welcome to DTP San Diego
ZOOM Link:
https://us02web.zoom.us/j/87227339666?pwd=c1BsUHlNMVVkR0VMMFo4TmVlQU94Zz09
Phone: (669) 900-6833



About Divorce Transition Professionals (DTP)

 

Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specialize in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.




This Month's Program


       Wanda Allen

Follow Up Strategies That Will Get More Clients and Close More Sales

If follow up is a hard heavy "to do" then the Follow Up Sales Strategies Presentation is for you.  You'll learn that follow up is merely a matter of having effective habits and good systems in place. If you struggle getting your follow up work done, it's not because you don't have time, you're not organized or you're not good at sales...it's because you haven't learned the right systems and skill set.  Understanding this will help put you in the flow of ease of getting this all important work done on a daily basis.

 

In the Follow Up Sales Strategies Presentation, you'll learn:

 

    Why using a system is critical for success

    Follow up systems that don't work

    How the right mindset will make the follow up process easier

    Surprising sales statistics

    The real reason people don’t follow up

    3 strategies that will improve your follow up efforts immediately

 

Improving your follow up skills will help you get more clients and close more sales!

 

BIO: Wanda Allen is an International speaker, coach, corporate trainer, author and award winning business owner. She's the author of Follow Up Savvy and Follow Up Sales Strategies.  Wanda had a 25 year corporate career where she held the position of Senior Vice President for 15 years.  She has a sales background and worked with sales teams throughout her corporate career.  She gained extensive training on business development, maintaining client relationships and customer service.  She has a strong skill set for developing systems and applied this skill to the follow up process.  What she teaches is tried, tested and proven.  After leaving the corporate world to pursue her own business ventures, Wanda founded her business, Follow Up Sales Strategies. She's an expert in helping entrepreneurs, business owners and sales professionals increase pipelines, improve sales performance and strengthen relationships by developing strong follow up skills.

 




 
                 



 


DTP San Diego Chapter Leader


         Citadel Penn

Working with my clients is like working with family. I act as a financial guide helping people navigate their financial journey with integrity, patience, care and empathy. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

I was born and raised in Isabela, Philippines, the youngest of six children. My mother instilled in me the desire for education and to dream bigger to have a better life. I graduated as the Valedictorian, finished my bachelor's in accounting and went to law school. In 2013, I moved to Taiwan to work for a semiconductor company. In 2015, my cousin brought me here and showed me why America is the land of opportunity and the place for driven, motivated hard workers. After an extensive process, I was able to pursue and finished my MBA in international business in 2017.

While pursuing my MBA, I was working as a caregiver to pay for my education and help my family back in the Philippines, taking care of quadriplegic and elderly people. This made me realize how vulnerable people can be, especially if they do not have the financial security needed to preserve the quality of life they want.

I have been married to my husband, Kelson, since 2017. We have a daughter, Jasmine Jade, and a dog named Athena. When not at work, we love spending time with our families, traveling, golfing, checking cars, photography and playing outdoors.

I enjoy being an integral part of the community and am involved with such organizations in NAWBO San Diego, ABWA, LeTip Greater SD, Lions Club, Club Corp, San Diego Regional Chamber of Commerce and Filipino-American Cultural Organization.

Since joining Edward Jones in 2019, I am proud to be helping individuals with complex needs, families and business owners make sound financial decisions throughout every chapter of their lives.

DTP Founder

 

Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.