This week our CEO Michael Henley and COO Alison Brooks joined 1300+ top advisors at the eMoney Summit in Austin, TX. This conference focused on the heart of advice: the core of what makes a truly exceptional client experience.
The all-star lineup of speakers included Abby Johnson, Michael Kitces , Ed O’Brien, Mike Durbin, Shawn Achor, and Angela Duckworth. Learning from the best allows our team to stay at the forefront of financial planning and advice.
#BOPW #Planning #eMoney