Which Financial Advisors Are Transforming Their Profession?


I was a bit confused when I received an email today from a local business owner congratulating me for being named among the top financial advisors who have most transformed the financial advice profession.  I thought perhaps he read my online resume and was referring to when BusinessWeek named me as one of the top 15 financial planners in 2009.

A little research shows that InvestmentNews is doing a survey as part of their 15-year anniversary issue- asking readers to select the top five most transformational advisors from a list of 26 candidates.  I am totally surprised and honored to be among that group, which reads like a Who’s Who of financial planning.  Even more surprising, I consider ten of them to be personal friends!

If you want to check out the survey you can access it here.

Share Button
Print Friendly, PDF & Email

, , ,

2 Responses to Which Financial Advisors Are Transforming Their Profession?

  1. Jude Boudreaux April 25, 2013 at 1:02 pm #

    Congrats Rick, well deserved.

  2. Suzanne May 9, 2013 at 6:19 pm #

    Congratulations Rick. That is high praise indeed.