Gary Reese of Faith Investment Services in Bluffton, recently spoke six times as a presenter for the Spring cfd Investments Conference in Kokomo, Ind.
He, along with 11 other presenters, was asked to speak about best business practices and areas of strength in his financial firm. The 12 presenters were all qualifiers for the cfd Presidential Advisers trip to Playa del Carman, Mexico in February.
Reese presented on how to build relationships with clients, increase trust through listening and expertise, and how to maintain effective office systems so that clients are well cared for.
He was accompanied by three of his staff members—his wife, Shannon Reese; Kathi Dunlap, business consultant; and Lynda Rodabaugh, administrative assistant. He is also assisted by Renea Zimmerman, office assistant.
Faith Investment Services has been in business since 2003 and recently opened
an office at 122 N. Main Street, Bluffton, where he holds client conversations by appointment only.
