help_outline Skip to main content
HomeDTP EventsDTP Houston, TX (ZOOM and IN PERSON)

DTP Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

DTP Houston, TX (ZOOM and IN PERSON)

When:
Tuesday, May 7, 2024, 9:30 AM until 10:30 AM
Where:
1512 Center St., Ste. 320
Houston, Texas 77007
www.wealthpartnersalliance.com
1512 Center St., Suite 320
Houston, TX  77007

346.600.9339
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Mandy Haskell: DTP - Chapter Leader
346-600-9339 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee

Welcome to DTP: Houston, TX 

Please join us in person or on Zoom

1512 Center St., Ste. 320

Houston, Texas 77007



Welcome to the Divorce Transition Professionals (DTP).


DTP was founded 
in 2017. Our primary Mission Statement that still holds true today is:


Making Divorce Just a Little Bit Easier™

We believe that this can be accomplished by bringing together amazing
professionals all of whom have expertise in the divorce landscape and all of 
whom understand what it means to collaborate.

At each chapter meeting we bring you a top-notch speaker or program,
providing on-going education, and an opportunity to network and
collaborate with some of the best divorce professionals in your community.
Our meetings are typically an hour. We respect that you are a busy
professional and are sure to provide a compelling, productive meeting, the
ultimate results of which will meet our goal of supporting folks as they go
through divorce and in growing your business, concurrently.

This event is completely free to all FIRST-TIME attendees. It is an
opportunity to learn more about the Divorce Transition Professionals. If
you are a professional with divorce expertise, please check us out.

There is nothing like DTP!




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 Houston, TX: Chapter Leader


Mandy Haskell, CFP®, CDFA®
Partner, Wealth Partners Alliance
Wealth Advisor, RJFS

Phone: (346) 600-9339
eMail: mhaskell@wealthpartnersalliance.com
 
Mandy is a Partner with Wealth Partners Alliance, launching the Houston office with Partner and RJFS Wealth Advisor, Brandon Glasscock.  With over 15 years of experience in the financial services industry that spans banking, insurance, and asset management sectors, Mandy joined from Wells Fargo.  Earning a Bachelor of Arts degree in Personal Financial Planning from Texas Tech University, Mandy began her career as a Junior Financial Advisor with Commonwealth in San Antonio.  After Commonwealth, Mandy joined a major insurance company to learn more about Life Insurance, Annuities and Long-Term Care, and quickly earned the role of Team Leader with Invesco.  Her experience led her to be recruited by a small mutual fund company as the Regional Director for all of Texas and Louisiana specializing in energy investments. Mandy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also earned the Certified Divorce Financial Analyst (CDFA®) certification.

Mandy’s integrity and tenacity fuel her desire to assist clients in addressing their financial needs. Utilizing a team approach, she is dedicated to providing personalized financial advice for individuals and families. Working with a diverse clientele, Mandy enjoys understanding each client’s unique needs and providing sound investment guidance. Focused financial strategies require planning, discipline, and common sense, which she uses as a foundation in the planning process for her clients.

Away from the office, Mandy stays active and regularly attends boot camps, spin classes, and Pilates. As a foodie, she also relishes in sampling all of the unique cuisine available in Houston and recently began exploring the city’s arts. In her free time, Mandy enjoys spending time with friends and family, as well as traveling to fun, exotic places when possible. Mandy is also a member of the Houston Alzheimer’s Association.



DTP President & Founder


Neil Palache
The Wealth Creator Company For Women

Phone: (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.