The Power of Client Stories in Modern Wealth Management

Good to run into David Connor InvestSuite at the 12th Annual RIA Holiday Networking Event in Boston. Together, we share a vision to make client stories more personal, goal-driven, and easier for advisors and clients to align around.

Grateful to be in a room full of people like Matthew Kadnar, CFA who have been in this business long enough to know what really matters, and are still pushing it forward.

#goalsbasedinvesting #wealthoptimization #stories