Jan 25, 20228 minFinancial Advisory in the Information Age (1Q22 Quarterly Newsletter)Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
Oct 15, 202013 minDiversity and Inclusion at WEIL (4Q20 Newsletter)Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str