Goatees and Bow Ties and Other Wall Street No-No’s

I’m sure you know that Wall Street and the financial services industry is filled with plenty of its own JARGON, but did you know that it also has its own DRESS CODE?  In this brand new video blog, I tell the story of how I was introduced to FINANCIAL FASHION and finish with some advice that should help you choose the right financial planner for YOU (all in about 3 minutes)!

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I’m a speaker, author, Head of Wealth Management for Triad Financial Advisors. Connect with me on Twitter and LinkedIn.

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