FYI: I am failing and I need your help.
Last spring I attended the Tiburon CEO Summit, which brings together high level executives from the biggest financial advisory firms in the country. The highlight is always Chip Roame’s State of the Industry presentation, where he barrels through a hundred slides of key statistics about what’s going on within the industry.
Regards,
Ted
http://thereformedbroker.com/2018/04/11/i-am-failing/
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