Zach Horn, CFP® spoke with Julie Cooling, Founder & CEO of the RIA Channel on October 28th, 2018 at the Schwab IMPACT conference in Washington, D.C. Zach shared a little bit about Foster & Motley’s background and wealth management style. He dove deeper into the investment management aspect of the firm, including topics about diversification, market volatility, and client inquiries.
Watch the full video interview here!