Several years ago I took part in a webinar, Must-Have Tech Solutions for Your Firm!, where I shared information my firm and the technology I use to serve clients. This led me to sketch down the list of programs, apps and tools I’m using every day. Having these tools in my toolbox gives me an advantage in the quality of the recommendations I give to clients.
I was recently featured on XYPN Radio's podcast. While the podcast is a great way to learn more about my path from software development to financial planning, I will warn you that there is plenty of industry jargon and details about my company that may not be interesting to non-advisors.
On an average workday, I receive at least two media requests. I ignore most requests because many are just plain silly. When I do come across something of interest, I'll share some thoughts with the reporter. Here is a list of the latest places I've been quoted.
Last week I took three days out of my schedule to attend TD Ameritrade’s National LINC Conference. Let me share with you some benefits that I gain each time I attend this TDA conference.
Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.