Liz Daffner is the founder of Diligence Wealth Management, has built her practice around helping clients make confident decisions through some of life’s biggest financial transitions.

But confidence isn’t just something clients need. It’s something advisors need, too.

Drawing from the principles in The Confident Mind  by Dr. Nate Zinsser, Liz’s Confident Advisor presentation explores how the way we think, prepare, and talk to ourselves can directly affect how we show up with clients, prospects, and in our businesses. She brings the perspective of a practicing advisor who understands the pressure to perform, make decisions, communicate with conviction, and keep moving forward when things don’t go perfectly.

Liz will kick off the day with practical ideas advisors can use to strengthen confidence, quiet unnecessary self-doubt, and show up more intentionally in the moments that matter.

Ray LaDieu is Senior Client Strategist for BNY Wealth. In this role, he works directly with clients to address their investment and wealth management needs.

Ray helps accomplished individuals, families, and family offices, build, manage and sustain their wealth. Through our multidisciplinary approach, he works with clients to actively and intentionally power the goals they care about.

Ray joined the firm in 2018 and has more than 25 years of experience in the financial services industry. His previous experience includes serving as a Global Wealth Relationship Manager for BBVA Compass Bank.

Ray received a bachelor’s of science degree from the Georgia Institute of Technology.

At BNY we help make money work for the world—managing it, moving it and keeping it safe. For over 240 years, we have partnered with our clients, putting our expertise and platforms to work to help them achieve their goals. Given the opportunity, Ray and his team are committed to doing the same for you.

Role: Assist advisors with consulting and case design for business owners and high net worth individuals. His expertise covers the areas of business continuation, executive benefits, and estate planning.

Designations: CFP, CLU, ChFC

Education: Bachelor of Business Administration (Accounting major) from the University of Iowa.

Experience: Dennis spent the first several years of his career working with benefit consulting firms, where he provided case design analysis and point of sale technical support. The last 20 years of his career have been spent as advanced markets home office support for producers, providing marketing and sales support on advanced sales cases.

Speaking experience: His speaking opportunities include several local CLU chapter presentations, regular presentations on advanced topics at regional marketing meetings and an MDRT presentation.

More details coming soon!