Episode 15 : 11/30/2016

Live at the Schwab IMPACT Conference

header-impact-exhibition

Ben D. Jones

Managing Director – Intermediary Distribution
BMO Global Asset Management

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

Live at the Schwab IMPACT Conference

Schwab IMPACT, an annual conference put on by Charles Schwab, brings together some of the brightest and most successful independent wealth advisors in the industry. At this year’s conference, Ben D. Jones sat down with a handful of advisors to find out what inspired them to get into the field of wealth advising, what they learned during the conference, and if they have any advice for new advisors entering the industry. This episode gives advisors a familiar perspective on the wealth advising field, as we discuss their unique experiences and successes.

Our guests:

bill-harris
Bill Harris, CFP®
Co-founder
WH Cornerstone

 

chad-tischer
Chad Tischer, CFP®
Principal and Senior Consultant
DiMeo Schneider

 

damon-white
Damon White
Chief Operating Officer and Co-founder
Evermay

 

steve-doucette
Steve Doucette, MBA, CFP®
Principal
Proctor Financial

will-kim
William Kim
Senior Consultant and Advisor
Wespac

 

In this episode:

  • What these advisors wished they knew when they were starting out
  • Why they got into their field
  • How they found their niche
  • Key takeaways from the Schwab Impact conference

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