In the first episode of The Trusted Partner Podcast, Jesse and Gabe sit down with John DiPasquale, CEO of Cobblestone Capital Advisors.
We ask John to explain...
- the vital role of trust throughout the financial system
- what financial credentials represent
- why open communication is the bedrock of trust
- the power of owning your mistakes
- and more lessons from his decades of experience.
Disclosure:
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
All content is of a general nature and solely for educational, informational and illustrative purposes.
Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
