Who Needs a Financial Planner and How to Choose One

My Two Cents

Oct 21 2020 • 1 hr

In his usual no-nonsense style, host J.R. Robinson will offer his Two-Cents on who should enlist a financial advisor and how to separate the wheat from the proverbial chaff. This discussion will depart from the traditional guidance readers might find in personal finance magazines and self-help books and will dig deep into the services consumers should expect to receive, pricing models, how to conduct due diligence, and how to evaluate qualifications.