While walking to my next breakout session at the Financial Planner's Association's Education Conference, I was approached by a woman toting a clipboard and followed by a camera man. Naturally, I was intrigued. “What was this all about?” I asked. “Why, it's the Human Finance Project” she said. “Would you like to participate?” Now, you're probably wondering what the Human Finance Project is all about.
TD Ameritrade sponsored a project where they interviewed wealth advisors and certified financial planners from across the country to gain insight into their passions, inspirations and vision for the future.
Although I was taken a little off guard, I was thrilled to be invited to share my story of why I chose this profession.