Episode #122: Summering at the Cambridge Conference

Ever wonder what happens when a whole bunch of financial advisors get together for a 3 day conference? If you said, “Yes”, then you need to critically analyze your “Things To Wonder About” list. Having said that, Steve, Dave, and Amy* learned a lot at their Broker Dealer’s annual meeting at the Gaylord in National Harbor. We share all the information, stories, and helpful takeaways on Episode 122…