Recent Media Coverage

Last week I attended the annual Curian conferences in Chicago. The Curian Advisor Council and Personal Advisor Services held their annual conferences which allow advisors to meet with Curian executives and provide suggestions on ways to better assist the advisors and their clients.

We had an interview session with John Sullivan, a financial industry reporter, at AdvisorOne and I was quoted in the following media coverage:

What It Means to Be an Advisor