Tools and Trends Change — Curiosity and Continuous Improvement Endure
Last week, I attended Schwab Impact in Denver, Schwab’s annual conference for financial advisors — an amazing spectacle with about 5,500 advisors and another 2,000 exhibitors. I think it was my 22nd time going, and I said last year would be my last because I’d “seen it all before.” My partners suggested I go with some of the younger folks — were they calling me old? Either way, I had… Read More
