,

Blair duQuesnay speaks at CFA Institute’s 70th Annual Conference

Blair duQuesnay participated in a panel on building a client oriented culture at the CFA Annual Conference in Philadelphia in late May. Joined by fellow advisors and CFA charterholders John T. Elmes II and Isaac Presley, the group discussed ways that advisors must differentiate themselves today.

“We always have asked for feedback,” said duQuesnay. The clients can tell you if you’re succeeding, that you set appropriate expectations up front, and will clue you in on where you are falling short.

“Everything we do,” duQuesnay said, “is about money and meaning.”

Reading more about the panel on the CFA Institute’s website by clicking here.