a dream come true


In 2013, I attended my first ever Tiburon CEO Summit, an event that is widely considered to be the most prestigious annual gathering in the wealth management business. It’s invite-only and the room is filled with C-level executives from every corner of the financial advice world.

As I sat in the audience that day, watching Chip Roame and Ric Edelman and Rich Bernstein go through their presentations for the industry elite, I could not have imagined being on that stage myself someday. Three years ago, I was just another financial advisor at someone else’s firm trying to figure out my next step. Sure, I had a blog and had done some TV hits, but this was a room filled with people that owned firms managing hundreds of millions and billions of dollars.

Fast-forward to today, I make my first appearance on stage at the 30th annual Tiburon CEO Summit, literally a dream come true for me. The event is held at the Ritz-Carlton in Battery Park City, which, coincidentally, is where my wife and I stayed for our wedding in 2003. I’ll be talking about the present and future of the industry in a roundtable panel with some other great guests.

This is a big one for me, I’m really pumped to be a part of it and to watch the rest of the day’s events.

I’ll be off the blog for today, but I’ll definitely be sharing with you some of the intel I pick up at today’s event, as always. You can read more about the Tiburon CEO Summit and today’s agenda here.


What's been said:

Discussions found on the web
  1. EV EatVerts commented on Sep 22

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2016/04/05/a-dream-come-true/ […]

  2. immediate edge reviews commented on Sep 22

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2016/04/05/a-dream-come-true/ […]

  3. Vape Juice commented on Sep 25

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2016/04/05/a-dream-come-true/ […]

  4. 토토사이트 commented on Sep 26

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2016/04/05/a-dream-come-true/ […]

  5. click here commented on Sep 30

    … [Trackback]

    […] Here you will find 51295 additional Info to that Topic: thereformedbroker.com/2016/04/05/a-dream-come-true/ […]