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Running an RIA · Video

The Healthy Advisor: The Comeback with Vincent Crudo

It offers a practitioner's account of how a sudden health event tests an advisor's own financial and business resilience, and of what rebuilding a book of business looked like afterward. Advisors who work with clients through medical crises may find the client-conversation angle relevant.

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Summary

By the running an ria desk

Diana Britton interviews Vincent Crudo, a 34-year industry veteran and now senior vice president of investments at Janney Montgomery Scott, about the biking accident in 2013 that left him paralyzed at age 48. He describes how the injury reshaped his independence, family life and financial preparation, and why returning to work became part of his recovery after months of rehabilitation and setbacks. The conversation also covers the challenges of rebuilding his book of business and how the experience informs his work with clients facing life-changing medical events.

  1. Crudo was paralyzed at 48 after a biking accident while on vacation in Vermont in 2013.
  2. The injury forced him to confront questions about independence, work, family and financial preparation.
  3. Returning to work became part of his recovery after months of rehabilitation and setbacks.
  4. He discusses the challenges of rebuilding his book of business and how his experience shapes his current client work.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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