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Key Insights From the 2018 Barron's Top Independent Advisors Summit
Barron's recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today's episode will give you an insightful snapshot of one of the most valuable get-togethers in our industry.
My guests today are Bill Keen and Matt Wilson of Keen Wealth Advisors, a fast-growing RIA with more than $400 million in AUM. Bill also has his own excellent podcast, Keen on Retirement.
Bill and Matt have attended the Barron's Top Independent Advisors Summit and the wirehouse version for many years…
The skinny
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