Giving Thanks for Progress | AWM Insights #180

Looking back at this past year, there is more to be thankful for than just strong market performance. There have been many improvements and advancements in our industry that will impact all for the better.Our Industry continues to move away from the transactional business model. Advice and Expertise are dominating, and more businesses are putting their clients first to keep up. This, unfortunately, was not the norm.This year, our relationship with Charles Schwab expanded and enabled all of our clients to have free access to same-day Wires. Schwab also dropped their minimums for Charitable accounts, allowing more impact to be made.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.Episode Highlights0:00 Intro0:30 What are we thankful for?2:22 How have we seen the industry evolve and what we have learned along the way?6:30 How the lessons we have learned have impacted the advice we give.8:50 Text us!