Upcoming Appearances:

IMCA 2009 Professional Development Conference
Sponsored by Investment Management Consultant's Association
San Diego, CA May 3, 2009

Wealth Protection Workshop Series
Sponsored by AIG Private Client Group and The Advisors Forum
New York, NY June 11, 2009
Chicago, IL August 4, 2009
San Francisco, CA October 9, 2009

Women of Wealth Webcast Series
Sponsored by Financial Advisor
June 25, August 6, September 3, 2009



Representative Appearances:


Spotlight Session, IMPACT 2008
Sponsored by Charles Schwab Institutional
Atlanta, GA, September 23-26, 2008

Guest Lecturer, Columbia University
Center for the Study of Wealth & Inequality
New York, NY, November 6, 2008

Keynote Speaker, The Financial Advisor Symposium
Sponsored by Charter Financial Publishing Network
Las Vegas, NV, April 16-18, 2008

Keynote Speaker, 9th Annual MarkeTrends Conference
Sponsored by Financial Research Corporation
Boston, MA, November 28-29, 2007

Keynote Speaker, Consultants House Forum
Sponsored by Globes – Israel’s Business Arena
Tel Aviv, Israel, September 2, 2007

Workshop Leader, Winning the Allegiance of Advisors
Sponsored by Financial Advisor
Boston, MA, June 19, 2007





A confidential list of private corporate clients is available upon request.

UNDERSTANDING THE WEALTHY
Hannah's proprietary research provides insights into this hard-to-reach market and sheds light on the mindset, behavior and unique characteristics of today's wealthy.


MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.


ADOPTING BEST PRACTICES
Time-tested techniques can help every financial practioner improve the effectiveness of his or her business and quality of life.


PERFECTING THE REFERRAL PROCESS
The best way to reach affluent and ultra-affluent prospects is through the people and professionals they know and trust.