I didn’t set out to write a self-help book.
For thirty-five years I worked as a litigator, and over time I gained a reputation representing ordinary Americans whose investments had been plundered by unethical brokers.
As satisfying as that work was, it was hard to see shady investment advice destroy the lives of good men and women. I found myself constantly saying “If only they had known how to invest…,” and ultimately decided I had to act to prevent theses catastrophes from happening.
And so I became an investment advisor, travelling to the halls of Congress testifying against mandatory arbitration imposed on investors to being a regular financial blogger for such on-line outlets like US News & World Report, AOL, and The Huffington Post.
And I wrote books that made the New York Times bestseller list (the Smartest investing series) that explained to Main Street investors how to invest in index funds.
But getting investors to consistently act in their best interest proved to be challenging. I decided to take a fresh look at how I was approaching prospective clients to see if there was research available that I could use to persuade them to protect their financial futures.
I spent over a year investigating the science of human interaction, and what I discovered was both eye-opening and counter-intuitive. After testing The Ask Process℠ out with clients for the last four years, I expanded the research in The Ask Process℠ so that it would benefit anyone who sought a deeper connection with the people they interact with.
The end product of that journey is Ask. I hope you find it as illuminating and as unexpected a journey as I have.
On a personal note, I live in Bonita Springs, Florida, with my wife Patricia. Here’s an image of the two of us on a recent vacation to Hawaii.
Of the two of us, Patricia is by far the more creative and talented. She is a wonderful portrait and still life artist. Here are a couple of her paintings.