Joe Bantz, CFP®, AIF®

Ever wonder why somebody should hire a financial advisor – particularly in this information age when so many tools, spreadsheets, blogs, and articles are so easily accessible online? Yet Foster Group’s 97% five-year average retention rate and long-term client base argues that there is considerable value.

I came across the attached article today that I thought was helpful – identifying seven different roles an advisor plays in a relationship. Check out this article and see if you agree!


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