In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss their recent conference attendance and discuss some key takeaways from their respective conferences. Both Robert and Stephen are always striving to stay up to date on market activity as well as any changes in the Wealth Management Industry. By attending these types of events, their objective is to stay current and in turn provide the best possible advice and service to their clients. .. as well as bring new and exciting content to this podcast. Hopefully this episode fits that bill. Enjoy!
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss their recent conference attendance and discuss some key takeaways from their respective conferences. Both Robert and Stephen are always striving to stay up to date on market activity as well as any changes in the Wealth Management Industry. By attending these types of events, their objective is to stay current and in turn provide the best possible advice and service to their clients. .. as well as bring new and exciting content to this podcast. Hopefully this episode fits that bill. Enjoy!