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At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financial services, the future, improvements we’d like to make, and what excites us the most about our profession. You may have seen all or parts of the video, but here it is in podcast format.
Below are all of the professionals, their Twitter handles, and company websites.
I hope you enjoy!
Courtney Ranstrom / Trailhead Planners
Perth Tolle / Life And Liberty Indexes
Emlen Miles-Mattingly / Gen Next Wealth
Dasarte Yarnway / Berknell Financial Group
Alex Chalekian / Lake Avenue Financial
Stephen Nelson / The Athlete Investor
Taylor Schulte / TaylorSchulte.com
Scott Frank / Stone Steps Financial
Tyrone Ross, Jr. / TyroneRoss.io
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
