Description
This class offers a step by step methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest and complexities it can also be the most difficult financial decision.
The fundamental questions are: what is your personal preference? What are your needs? Will an advisor fill those needs? Will they add value in excess of their cost? Can you trust the advisor to put your needs over their own? Can you trust yourself to make informed and unemotional decisions?
Advisors specialize. Practices are not one size fits all. If you are not a fit, it will not work. What are the tough questions to ask an advisor and yourself? Even if you have already made this decision. This class should improve your ultimate results by either improving your relationship with your existing advisor or by giving you added resources and considerations while handling finances on your own.
Glenn Frank, PFS, MBA, MSTax
Professor Frank is the President of Frank Advising LLC which provides educational workshops. www.frankadvising.com
Glenn is also a partner at Frank and Flanagan Wealth Advisors – fee-only, independent RIA frankandflanagan.com. Previously, Glenn served as the Director of Education at Lexington Wealth Management from 2010 until 12-2024. Glenn has over 25 years of experience in taxes, investment consulting and financial planning and was recognized in Worth Magazine as one of the country’s top 250 Wealth Advisors for 10 consecutive years. Glenn was named Planner of the Year by the MA Financial Planning Association in 2019. Additionally, Professor Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University where he designed and taught capstone portfolio construction courses until 2015. Glenn is a frequent speaker at seminars, podcasts and webinars. He has written numerous articles and white papers. His book “Your Encore – How to Balance Time, Money and Happiness is available at Amazon.
