[VIDEO] What “Job” Causes Families to Hire the Services of a Financial Advisor?

Kelly Klingaman, CFP®, RLP® explains the “jobs” that cause families to hire the services of a financial advisor and how an advisor fulfills those jobs on an ongoing basis. Thank you to Apollo Lupescu at Dimensional Fund Advisors for the inspiration behind this post!

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Disclaimer: This blog post is not intended to be a substitute for specific financial, tax or legal advice. The video is for general informational purposes only. Reproduction of this material is not permitted without written permission.