3991 MacArthur Boulevard
There’s no shortage of financial advisors out there. So how do you pick one that’s right for
you? It’s not always a simple answer. That’s one of the primary reasons why I wrote the book,
Integrity @ Work: Finding your Financial True North. Think of it as a roadmap to finding the
right financial advisor and the right advisory firm.
Integrity @ Work explains what it means to have comprehensive advice. I’ve been doing this for
more than 30 years – this book mirrors our firm’s day‐to‐day values – the processes and value
systems that I emphasize and work hard to deliver every day.
Like the pilot says: “If you don’t arrive safe, we don’t arrive safe.” Failure is not an option.
Table of Contents
Chapter 1: Ideal Advisor + Ideal Client = Ideal RelationshipChapter 2: FORM and Return on LifeChapter 3: The WealthTrac FORMula™Chapter 4: The Power of CollaborationChapter 5: Accumulation, Distribution and Retirement IncomeChapter 6: Service, Service, ServiceChapter 7: Client Community