The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska!
Here are six of my takeaways from the event plus a bonus interview with Vestorly co-founder Justing Wisz. Make sure you listen all the way to the end as I ask Justin what was the most important thing he learned when he worked for mega-RIA Ken Fisher. His answer may surprise you.
Between Now and Success