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.