'First, we enjoy our dinner.Later come the after-dinner speeches,' says David Kotok, president of money-management firm Cumberland Advisors in Vineland, N.
The film has also garnered excitement from other greats such as Karren Corr and Julie Kelly who have already served as technical advisors on the script.
This is clearly something to which a reasonably competent investment advisor would have had regard: the advice should not be inconsistent with an advisee's stated desires or objectives.