I just got back from the TD Ameritrade National Conference and in today's show, I'll share a few quick comments from the event.
Yes, the conference covered the usual slew of technology sessions dedicated to robo advisors and scaling your business. But what I found most interesting was the theme of putting the "human" into finance.
TD Ameritrade clearly understands the importance of the "human" in the financial planning process and the importance of using story to connect with others.
I start the podcast by discussing an important insight from keynote speaker Sally Hogshead and then wrap up with on-site conversations I had with Matt Brinker of United Capital, Spencer Segal of ActifFi, and Matt Ackermann of Investment News.
