Reflecting on Growth at the Schwab Advantage Conference

This year, I was honored to be invited to the Charles Schwab Advantage Conference. This conference came on the heels of Orion Ascent 2023 in March, and normally, I wouldn’t have gone to two conferences in two weeks. Charles Schwab is the custodial company that Marshall Financial Group uses to hold and safeguard assets. Our Schwab relationship consultant told me that while there are 14,000 Schwab firms across the country, only 150 are invited to attend the event. When I heard that, I knew it was a privilege to be invited and that I had to attend. I want to reflect a little on the event, and what it meant to attend. Read more on LinkedIn.