World’s Oldest Financial Advisor Reveals Success Secrets

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A man whose financial planning and investment management business is believed to be the longest-operating advice boutique in financial history makes a rare public appearance at

In today's economic environment, the world's oldest advisor has a lesson for everyone.

The world’s oldest and most experienced financial advisor has made his first, exclusive appearance this week discussing how financial planning and business development practices have evolved over the years.

“He’s a remarkable professional whose depth of experience and insight is profound,” said Sean M. Bailey, editor in chief of Horsesmouth (, the professional development network for financial advisors. “We’re pleased to have this very special advisor visit our editorial staff in New York. His unique perspective on financial planning, investment management and the key challenges facing the financial services industry is invaluable.”

The video interview can be seen here:

Bailey said the advisor, whose practice has been located in recent decades on the island nation of Zanzibar, just completed an extensive de-briefing with researchers at the Wharton School of Business in Philadelphia.

In the video interview with Horsesmouth, the advisor discusses:

  • How financial advisors survived the lean years during economic downdrafts of the past.
  • How financial planning and business development practices have changed for advisors over the years.
  • His views on the international banking crisis, moral hazard and Ben Bernanke.

About Horsesmouth

Horsesmouth is a daily, online service that helps financial advisors grow their businesses, work with their clients, and manage their practices. Horsesmouth was founded in 1996 and is located in midtown Manhattan. For more information, visit Horsesmouth (


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