SAN DIEGO — What is the biggest dream that you have for your firm, and how can you take one step toward that dream this year?

That was just one of many questions Debra Wetherby, founder and CEO of San Francisco-based Wetherby Asset Management, put forth to advisors at her wide-ranging presentation on success, leadership and big lessons learned in her 30-plus years of running a fee-only wealth management firm.

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