@jennyrozelle@WeAreWealth Love @Daniel_Bolton and his team there! I feel the same way about all the online, self-guided investing options. Definitely not best for some people, but they’ve opened up the investing world to loads of people that wouldn’t or couldn’t sit down with a professional.
@Jake___Oliver I met with a guy on Friday who’s looking at options for joining a Christian firm. I told him I knew we were gonna get along as soon as I saw him pull up in an early 2000s Ford truck!😁
@behaviorgap We have the dark version of this (purchased from the auction at Jolt!) in our conference room—such a good reminder and easy conversation starter for clients
@SheTalksFinance That’s awesome! Are all your clients remote or how did you prep to be gone for that long? We’re planning a 2 month trip after our son rings the bell later this summer, but I’m still in the nervous planning stages!😂😬🤷♂️