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Wealth of Wisdom

The Top 50 Questions Wealthy Families Ask

TOM McCULLOUGH | KEITH WHITAKER

Wealth of Wisdom Podcast - Episode 32

Bob Dannhauser – How Can You Avoid the Next Bernie Madoff?

Life is complicated and it gets more so as wealth increases. At the same time, navigating the world of investments, financial products and planning is becoming more challenging every day. You can’t be good at everything, so it is probably inevitable that you will have to rely on advisors with key technical skill and practical experience at some point. What do you do when you think you have found a good advisor, but you’re not sure? In this episode Tom McCullough talks with Bob Dannhauser, the head of global private wealth management at the CFA Institute, about how investors can find qualified advisors, avoid the next Bernie Madoff and, in the words of Ronald Reagan, learn to “trust, but verify.”

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