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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.

 

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How To Check Out A Financial Adviser

3ethos CEO Don Trone was quoted at The New York Times on aspects investors should seek out in a financial advisor.

In addition to preparing an investment policy statement outlining your financial goals and risk tolerance, a worthy adviser must have the ability to listen, Mr. Trone said.


“They should adopt a consultative approach,” he said. “They should sit down and listen to you and write on a legal pad your goals and objectives. I like the 70/30 rule. You should do at least 70 percent of the talking and not vice versa.”


Continue reading at The New York Times...


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