Small Steps Shape the Future of Wealth Management

Enjoy this behind-the-scenes clip from Andy Finnegan, CFA, CAIA’s point of view, walking into the Datos Insights Wealth Management Forum as the sun rose over the Hudson in NYC. What stood out most was the quality of the conversations happening inside: a room full of executives genuinely focused on shaping the future. Reminds us of one of our favorite quotes:

“When people talk about traveling to the past, they worry about radically changing the present by doing something small. But barely anyone in the present really thinks that they can radically change the future by doing something small.”

#GoalsBasedInvesting #Future #Leadership