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Profile
Join date: Dec 31, 2018
Posts (16)
Mar 23, 2025 ∙ 1 min
Should I Trust You as a Reference?
Well-meaning friends and family making suggestions! Friends and family like to be helpful, and it's great when they refer you to a...
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Mar 3, 2025 ∙ 2 min
Financial advisors - what are you known for?
Journalists and prospective clients want to know. As an investment industry journalist for 20 years, I’ve interviewed hundreds of...
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Jul 8, 2019 ∙ 1 min
Referred to a financial advisor? Here’s what you should ask
Here's a story I wrote for CNBC.com: https://www.cnbc.com/2018/02/15/referred-to-a-financial-advisor-heres-what-you-should-ask.html
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