Byline: Dave Lindorff W hen a new client walks into Laura Pedroncelli's office seeking financial advice, the first thing he or she is apt to do is pull out a spread- sheet, says the 45-year-old financial advisor. "It comes naturally to them," she says. "Most of them are engineers. They have their ...
Read this article at The Importance of Trust; Laura Pedroncelli's High-Tech Clients Are Focused on Their Careers and Willing to Outsource Their Investments-And as a Group, They're Not Very Tolerant of Risk
Read this article at The Importance of Trust; Laura Pedroncelli's High-Tech Clients Are Focused on Their Careers and Willing to Outsource Their Investments-And as a Group, They're Not Very Tolerant of Risk