Saturday, June 21, 2014

This week was spent in Chicago at the annual Morningstar Conf. It was a fairly productive conference in which we met with several clients and a few new prospects.

Friday, June 20, 2014

This week was mainly spent calling on Denver area RIA's in an effort to fill our Rockies game next week. We have commitments from several but am still working to get as many as possible. Having good conversations with even those who are not able to join us.