Owning Tomorrow Starts with Advisor Agency

Standing in front of “Own Your Tomorrow” at Charles Schwab IMPACT® made Andy Finnegan, CFA, CAIA think about something we talk about a lot inside Nebo: high agency. The difference between “have a great day” and “make it a great day.”

We met a lot of those people in Denver. Nothing in this industry moves forward without people who take ownership. You are the ones shaping what “tomorrow” looks like for your clients, and it was energizing to be around so many of you.

#goalsbasedinvesting #wealthbenchmark #highagency