What a week it has been. Michael Montgomery, Steve and Sarah Smith and I spent hours on the phone and webinar completing what we thought would be a great new Money Merge Account presentation. I gave it a whirl twice on Friday and partially today and the overall response was positive. David Montgomery gave it a shot in New York and he received similar results. After the day ended I sat with the greats, Tom Keener and Jason Ingrahm, to script the presentation for compliance review and combine some great efforts put forth already.
I want to thank all of the great people in Kansas City for showing us a great time and introducing me to some authentic KC Bar-B-Que. I will look forward to returning for the next United First Financial meeting.
Cheers,
Brooke