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NAPFA is small, pure and aching for an elevator pitch -- but the perfect place for NYC-based MaxMyInterest to debut

Amid the din of an otherwise predictable Midwestern JW Marriott event, a different kind of robo got swarmed by the advisors wearing halos

Author Graham Thomas October 27, 2015 at 5:17 PM
Admin:
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Gary Zimmerman tests out his MaxMyInterest pitch on Bob Veres.

Mike Wilson

Mike Wilson

October 27, 2015 — 6:08 PM

Great Write-Up Graham!

By the way, as a fellow Kenyon Alum—-I am pretty sure that Water-Cooler = Bar…Not Judging—-Just Sayin…

:-)


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Mentioned in this article:

National Association of Personal Finance Advisors
Association
Top Executive: Geof Brown, CAE

MaxMyInterest
Tech: Other
Top Executive: Gary Zimmerman



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