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.
