America’s top advisors gathered in Scottsdale, AZ on March 21 – 23, 2016 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America’s top advisors and deliver Actionable Intelligence to you.
The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors.
This is a two part series.
