Michael Conway and Zachary Conway

Displaying 2 results
YOUR PRACTICE FINTECH MAY 10, 2017
MLB managers can coach advisers through the robo-revolution

The most successful MLB managers gladly give up tedious tasks to technology to spend more time fostering relationships and building trust with players.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 27, 2016
Why the financial planning industry needs a Jerry Maguire-like paradigm shift

Let's build a tribe of like-minded advisers and clients who understand the importance of life beyond the numbers.