Horsesmouth Article

The article below is a recently published transcript of an interview I (Gary) did with Horsesmouth, a member organization dedicated to supporting and educating professional financial advisors. In it, I underline the importance of honest and proactive communication between advisors and clients, especially when markets are volatile.

I’m inviting you to read all or a part of the article, and if you have any suggestions about how we can improve our communication please let me know with a phone call (888-596-0353) or quick email ([email protected]). We very much appreciate your trust and are always striving to provide the best and most valuable client service we possibly can.

Thank you in advance!
Gary