The Enduring Advisory Firm

Acknowledgments

We consider ourselves fortunate to have found work that is fulfilling and challenging. Through our combined 60-plus-year journey we have learned a lot about the kinds of investments firms need to drive success. Above all we have learned that the most important investment one can make is in others. We have learned that the quality of our relationships is the biggest driver of our happiness and success. We have learned to slow down, to be present, to think win-win, and to do our best to build others up. We have learned that sharing our talents and wisdom matters, often most to those individuals whom we may never meet. We have learned to let go and laugh more. We have learned that friendship promotes the happiness of all.

We are grateful to include here a small list of those friends who have lent their wisdom and inspiration to the book, provided coaching and opportunities along our path, and been the people we most enjoy simply sharing a laugh over a bottle of wine. They are:

• The members of the Pershing Executive Committee, especially Lisa Dolly, Jim Crowley, and Caroline O'Connell.
• The members of the Pershing Advisor Solutions Executive Committee, in particular Karen Novak, Gabe Garcia, Ben Harrison, and Evan LaHuta, and the incredible team of professionals who make this company a great place to pursue our career objectives.
• Our clients and friends, Gerry Tamburro, Jim Pratt-Heaney, Andy Reder, Ross Levin, and the Pershing Advisor Council, for opening their ...