Are you asking your audience to invest for your reasons, or for theirs? To obtain an investment that is both meaningful AND manageable, you have to reach them intellectually AND emotionally. Gain insight to a process that will take you from a retail salesperson to an advisor. With over ten years of experience in the real estate, insurance, financial planning, and banking world, Calvin Chan brings his marketing, relationship cultivation, and sales expertise to the mission driven world. He’s a Major Gift Officer with Union Station Homeless Services, where he stewards the relationships with individual donors that have a relatively high giving capacity. He’s served on the boards of A Place Called Home, The Salvation Army, and the Pasadena Jaycees Foundation. On his leisure time, you can find Calvin on a horse, at the poker table, or at Storytelling Stand-Up Comedy open mic night.
Spaces, 680 E Colorado Blvd Suite 180 & Second Floor, Pasadena, CA 91101, USA
January 28, 2020 at 08:00AM- January 28, 2020 at 09:30AM