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Giving Thanks for Progress | AWM Insights #180
Manage episode 476391523 series 3658562
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Looking back at this past year, there is more to be thankful for than just strong market performance. There have been many improvements and advancements in our industry that will impact all for the better.
Our Industry continues to move away from the transactional business model. Advice and Expertise are dominating, and more businesses are putting their clients first to keep up. This, unfortunately, was not the norm.
This year, our relationship with Charles Schwab expanded and enabled all of our clients to have free access to same-day Wires. Schwab also dropped their minimums for Charitable accounts, allowing more impact to be made.
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Episode Highlights
- 0:00 Intro
- 0:30 What are we thankful for?
- 2:22 How have we seen the industry evolve and what we have learned along the way?
- 6:30 How the lessons we have learned have impacted the advice we give.
- 8:50 Text us!
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