Close Close

Financial Planning > Behavioral Finance

With a little help from my friends...

Your article was successfully shared with the contacts you provided.

The advisors quoted in this two-part article were all very generous in providing insights to help others reach clients from minority backgrounds. I also owe special thanks to John Comer of Comer Consulting in Plymouth, Minnesota, a marketing consultant to financial planners, and to Peter Lefferts, chairman of the U.S. Work Group on Personal Financial Planning for the International Organization for Standardization (ISO), who referred me to many of these helpful professionals.