Highlights from the 2016 TD Ameritrade National Conference

Sally Hogshead: You don’t have to change who you are, you have to become more of who you are.
Sally Hogshead: You don’t have to change who you are, you have to become more of who you are.

I just got back from the TD Ameritrade National Conference and in today’s show, I’ll share a few quick comments from the event.

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Yes, the conference covered the usual slew of technology sessions dedicated to robo advisors and scaling your business. But what I found most interesting was the theme of putting the “human” into finance.

TD Ameritrade clearly understands the importance of the “human” in the financial planning process and the importance of using story to connect with others.

I start the podcast by discussing an important insight from keynote speaker Sally Hogshead and then wrap up with on-site conversations I had with Matt Brinker of United Capital, Spencer Segal of ActifFi, and Matt Ackermann of Investment News.

Read my full article about the conference by clicking here.

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Friday Podcast Highlights

1. Take the Fascination Advantage assessment from Sally Hogshead. Use TDAMERITRADE as your free assessment code. My Archetype is Maestro, my primary advantage is Power, and my secondary advantage is Prestige. Post yours in the comment section below.

2. It’s not too late. Read my blog post on 3 Things to Do Now to Prepare for the Next Bear Market. This is the “bear market drill.”

3. Learn more about my one-on-one coaching service. If you want to thrive in the years ahead, this is one way to do it.

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Steve is the founder of Belay Advisor and a NYT bestselling author, podcast host, speaker, and financial advisor coach.

4 Comments on Highlights from the 2016 TD Ameritrade National Conference

  1. Thanks, Steve. Here are my results –

    Archetype: The Trendsetter
    Primary Advantage: Innovation
    Secondary Advantage: Prestige

    They more or less mirror my Kolbe profile.

    Also, Kathy Kolbe and Dan Sullivan have a philosophy similar to Sally’s.
    You are perfect as you are.
    Focus on spending as much time in your Unique Ability as possible.
    Regarding strengths and weaknesses – don’t spend time trying to fix your weaknesses, or else you’ll just end up with very strong weaknesses. Instead, focus on maximizing your strengths (and hire people whose a strengths are in your areas of weakness, or your non-Unique Ability areas).

    Here’s to Being a Better You!

  2. Thanks, Steve. Here are my results –
    Archetype: The Victor
    Primary Advantage: Prestige
    Secondary Advantage: Power

    Twins to The Maestro!

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