Summary: I usually attend at least 10 financial planning conferences a year, and each time it feels as if I’ve suddenly been transported back to the early 1980s. Our profession has made amazing progress in technology. The practice management sophistication of the hallway conversations is far more advanced than it has ever been.
 The educational menu is tougher, but here again you can self-curate. Spend an hour looking over the list of topics and speakers. Identify the issues you’re most interested in, and then see if the speaker is somebody you know to be a thought leader in that space. If you don’t recognize the name, Google it, and eliminate anybody you think might have a sales agenda."Bob Veres, Inside Information. |
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