Registered Rep.: What was the scariest moment in your career?
Geri Pell: Jumping off a 130-foot cliff on a zip-line at a leadership/change retreat.
RR: The most triumphant?
GP: Qualifying for the Chairman's Advisory Council at Ameriprise.
RR: A cause you support?
GP: World Wide Orphans, because every child deserves a chance.
RR: Best winter sport?
GP: Scuba diving in the Caribbean.
RR: First concert and last concert you attended?
GP: Led Zeppelin; Bruce Springsteen.
RR: Social networking: revolutionary or ridiculous?
GP: Revolutionary. I use LinkedIn, and it has been an invaluable tool for meeting business connections and networking.
RR: Best business book you've read?
GP: Child of the Dawn by Guatama Chopra. It taught me that the secret to wealth and happiness is to find your gift — and then share it with others.
RR: Most interesting innovation in the financial-advisory business in the last two years?
GP: A continuing move to ongoing financial advice, less market chasing and deeper relationships with clients, which is what I have spent my career doing.
RR: If you could get one additional degree or certification, what would it be?
GP: Certified Yoga Instructor.