Last fall, I participated in a NAPFA professional development conference in Indianapolis. At the conference, TD Ameritrade Institutional had a booth set up for advisors to share their stories about how and why we do what we do - all in an effort to make finance more relatable - a worthy goal! They call it their Human Finance Project.
I had the privilege to share my story. I'm proud of what we're building and how we're building it. I hope you are too. Let me know what you think!