The 10 Toughest Questions to Ask an Advisor

Keys are to find someone who possesses the 3 Cs – Concern, Calm, Conviction and if you are willing to pay for – Comprehensiveness!

Sign for a free upcoming Time, Money and Joy course offered by Professor Glenn.

You’ll get reminder emails to make sure you don’t miss it.

But don’t worry if you can’t make it - if you sign up, we’ll send a recording afterwards straight to your inbox.

Looking forward to exploring TMJ together!

Currently we are offering two free introductory courses:

Do it Yourself or Hire A Financial Advisor?

50+ Find Your Life Balance

Between Time, Money and Joy

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.

Planning today is particularly challenging given unprecedented uncertainty and lower forecasted returns. Navigating the 5 Step Investment Process is crucial to success.

Workshop 1 Thursday March 3rd 12-1:30 EST:

What Needs to be Done; 5 Step Investment Process; Advisor Business Models; Advisor Value Add.

Workshop 2 Thursday March 10th 12-1:30 EST:

Advisor Conflicts; What to look for in an Advisor; Tough questions to ask; How to Find a Trustworthy Advisor; Do-It-Yourself Resources.

Time and money are finite. Happiness is not. You have been juggling the tradeoffs your entire life. This balancing act is even more critical now as you decide how to spend your post-career 40/hours per week - “Your Encore”? Get excited but be realistic. Avoid missteps by narrowing down your options through self-awareness.

These free introductory workshops will: provide a process to find your balance; highlight ways to “create” time for what is important; focus on your cash flow needs and if required estimate “Your Number”- the accumulation amount needed where paid work is “optional”.

Workshop 1 Wednesday March 16th 12 – 1:30 EST

Outline the process; Happiness drivers; Financial needs; Begin self-awareness exercises (discuss homework for second workshop). 

Workshop 2 Wednesday March 30th 12-1:30 EST

Choice management; Fitting “purpose” into the equation; Review homework exercises; Share strategies; Resources for next steps.

Professor Glenn Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996 where he taught investment courses until 2015. The MA Financial Planning Association awarded him “Planner of the Year” for 2019. He was listed for 10 years as one of the top advisors in the US by Worth magazine.

Glenn is currently the Director of Education at fee-only Lexington Wealth Management. Over the years, Glenn has counseled numerous students and clients at various stages in their lives. Currently, his focus is community and advisor education, providing an insider’s view of the financial services industry, and integrating happiness into the financial planning process for people over 50.