Can you believe half of 2019 is in the books?
I cover a lot in this update including highlights from my trip to Phoenix for Pershing’s INSITE 2019 conference, an investment strategy update, and a preview of some client experience enhancements for the third quarter.
Dominique Henderson, CFP®
This Month's Video
Here are some highlights from Pershing’s INSITE conference…see if you notice a familiar face around minute 4!