Tomorrow I’ll be delivering the closing keynote at the Financial Planners Association of Philadelphia‘s 29th Annual Spring Symposium. My talk is about building a 21st Century investment advisory firm. I love telling our story and hearing from other successful advisors about how they’re doing things, which technology they’re using and how they’re taking care of clients. I’m also overdue for a legit cheesesteak, so if you have any suggestions for a nearby spot, let me know @reformedbroker (no Pat’s, no Geno’s, tell me the real thing.)
The event takes place at St. Joseph’s University, you can get more details or register at the link below. Michael Kitces will also be there, hopefully I don’t have to immediately follow him, because he’s like 10x smarter than me.
Check it out here: