When Ashley Quamme and I set out to start Trove, we felt something was missing in the industry. Specifically, we felt like advisors were missing a community that focused on practical advice and guidance on the behavioral side of financial planning. To address this, we wanted to create a space where advisors could receive specific, actionable feedback on client scenarios and ways to incorporate behavioral assessments to address challenging client situations. Most importantly, we wanted to facilitate a community that learns …

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