SpringReef LLC is an investor advocate, providing independent, unbiased guidance to high net worth families and nonprofit organizations on essential aspects of wealth management.
These Are America’s Top 100 Financial Advisors & Teams (Doug Black Quoted)
Barron's
“If you’re looking to hire a successful financial advisor, Doug Black would like to offer some perspective: Nearly all advisors start with zero clients, he says, and those who rise to the top do so in no small part due to their winning personalities.
“You should assume that the person you’re talking to is going to be charismatic,” says Black… “You need to dig underneath that charisma to find out the facts.”
Doug Black: Matchmaker Between Ultrawealthy Clients and Advisors (Feature)
Barron's
“Speaking with Barron’s Advisor, Black reveals what the most desirable and discerning clients want in a firm. Investment performance is just one part of it. After all, a firm might owe its good track record to luck, Black says, adding that firms wanting to serve SpringReef’s clients should be ready to fill out the mother of all questionnaires. But in the end, says Black, advisors often get the nod due to a factor that can’t be quantified.”