Franklin Lakes, NJ — September 12, 2017 — Debra Taylor of Taylor Financial Group recently attended the ONESCO Institute 2017 Conference from September 7th through 9th, where she was the keynote speaker. The ONESCO Institute is an annual conference for industry professionals from around the country, who join together to hear from industry experts and participate in workshops to help them create the best possible client experience.
Debra presented to over 150 financial planning professionals regarding industry best practices and led a workshop addressing the many ways the financial services industry should be meeting (and exceeding) the needs and expectations of clients.
“Presenting at this conference gave me the opportunity not only to address my peers, but to revisit the way our firm is doing things. It was a lengthy and thorough process, but one that has ultimately helped our team to become even more in tune with our clients. This was exactly the message I was taking to ONESCO, and I wanted to make sure that I am practicing what I preach,” said Debra.
Debra is looking forward to more opportunities where she can share her experience with other industry professionals, and help improve the landscape of the financial services industry.
About ONESCO
The O.N. Equity Sales Company (ONESCO) is the wholly owned retail broker/dealer subsidiary of The Ohio National Life Insurance Company. ONESCO has provided financial professionals and investors with access to quality investment products and services since 1968.
About Taylor Financial Group
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in and can act in a fiduciary capacity to affluent women, high net worth families, and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and custom financial solutions to all of our clients with the help of WealthMatch, our personal financial management experience.
We love what we do and are deeply committed to every single client.
Mission Statement: To guide our clients on their journey towards well-being and a prosperous life.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
