Planning a recent family trip offered a surprisingly clear reminder of why many financial advisory firms struggle to attract the clients they most want to serve. My husband and I had just taken our first major vacation with all three of our young boys. Between sunscreen, sandy feet, late bedtimes, and packing an insane amount of snacks, one decision mattered more than any other: Where we stayed. When traveling with small children, you don’t choose the hotel that tries to acco

I was honored to be a speaker at the 2024 CMG Group Conference in Bristol, Virginia/Tennessee. You can watch the webinar replay below. To...