IMPACT 2022, Charles Schwab Advisors annual conference included many thoughtfully curated educational workshops and outstanding speakers. But there’s nothing quite like the energy that’s generated when people gather in the same room! Von Borstel & Associates were thrilled to be back in person to take advantage of the collective knowledge of like-minded peers.
The needs of their clients have changed, which means they must adapt to meet them where they are. And change is hard—but knowledge is power. The more they know, the better they become at helping their clients comfortably navigate the new investment landscape.
That’s why von Borstel & Associates continue to educate themselves to better serve their clients’ needs.