Sunday, May 01, 2005

Speaking at the NEXT Financial Conference in Houston, Texas

I traveled down to Houston to speak at the NEXT Financial national conference. I speak to financial planners on subjects that relate to "Life Planning" for clients. Life planning is getting more press because clients want more than a financial plan from their advisors. It is a cultural change that I am shepherding nationwide.

Here I am with a one of the founders of NEXT, Jim Lorence and financial advisor Hal Thomlinson from Colorado.




In the Houston Airport waiting for my flight back to Chicago.

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