Nov 30, 2016
Schwab IMPACT, an annual conference put on by Charles Schwab, brings together some of the brightest and most successful independent wealth advisors in the industry. At this year's conference, Ben D. Jones sat down with a handful of advisors to find out what inspired them to get into the field of wealth advising, what they learned during the conference, and if they have any advice for new advisors entering the industry. This episode gives advisors a familiar perspective on the wealth advising field, as we discuss their unique experiences and successes. Our guests are:
Bill Harris of WH Cornerstone
Chad Tischer of Dimeo Schneider
Damon White of Evermay
Scott Doucette of Proctor Financial Group
Will Kim of Wespac
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/live-at-the-schwab-impact-conference/.