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Heron In The News

Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.

Calming clients' fears is advisors' #1 goal

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I'm a "coastal elite." My clients are "coastal elites" and "international elites." Most of us did not vote for Donald Trump last week, and none of us expected that he would actually win. I believe that Trump didn't think he'd win.

For me, Election Day afternoon progressed from comfortable certainty about Hillary Clinton's chances, to concern around dinnertime, to disbelief by 11 p.m., to shock and horror by midnight.

I went to bed at 2 a.m., woke up at 4 a.m. and arrived at my office by 6 a.m. to address what I knew would be a cascade of distraught phone calls and emails from my clients.

Read the rest of the article on CNBC