Updated Thursday, July 31, 2014 as of 9:30 AM ET
Portfolio - Investment Insights
The Importance of Client Trust
Thursday, November 1, 2012

When 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 spreadsheet, says the 45-year-old financial advisor. "It comes naturally to them," she says. "Most of them are engineers. They have their theories about investing and saving, and I offer mine, and we usually meet somewhere in the middle."

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