Financial Advisor

"10 Things Clients Don't Think To Ask Their Financial Advisor" Now on GuideVine Blog!

In a not-so-subtle nod to David Letterman's Top Ten List, I give you the inside scoop on how to make the most of your investment in financial advice.  Hint: It's all about what you, the client, can do to establish open lines of communication about important topics.  Check out 10 Things Clients Don't Think To Ask Their Financial Advisor on GuideVine.com, the Match.com for investors and financial advisors.