Last month, I had the opportunity to host my first "Leaders" discussion, which is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today's most pressing topics. My guest was Natalie Wolfsen, CEO of Orion, who discussed how advisors can marry tech with personalization to build deeper connections with clients. The video and transcript are now available on demand. I hope you'll check them out, along with the rest of this week's stories. As always, thank you for reading. Talk to you next Thursday! | 