The Right Way to Hire Financial Help

Chuck Jaffe
November 16, 2019 from 9:45 am to 12:45 pm

Nearly 20 years ago, Chuck Jaffe wrote the first-ever book about hiring and working with all types of financial advisers, called “The Right Way to Hire Financial Help.” In those days, no one could foresee that many of the functions of financial counselors would be replaced by software, interactive online platforms and algorithms, but today “robo-advice” is the hot topic and individual investors need to decide on the need – if any – for maintaining a human touch, the importance of developing emotional discipline and how to pick and choose financial counselors. This talk will cover the reasons why most people are better off with an adviser, the decisions facing investors when they search for help, the mistakes consumers make and how to determine the right kind of advisory relationships to have throughout a lifetime.

About the Presenter:

Chuck Jaffe is a nationally syndicated financial columnist whose work has appeared weekly in the Seattle Times for more than 20 years, and whose columns also appeared in the News Tribune in Tacoma for nearly two decades. He is the host of “Money Life with Chuck Jaffe” (moneylifeshow.com), a one-hour weekday financial talk show (moneylifeshow.com) that features interviews with the biggest, best and brightest minds of the investing and personal finance world.
He is the author of the only two books dedicated entirely to choosing and working with financial advisers: “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.”
Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and is a past president of the Society of American Business Editors & Writers.
In what is jokingly referred to as “spare time,” Chuck is a play-by-play announcer for professional and collegiate lacrosse games, is a partner in the Boston Box Lacrosse League and is a referee. He lives on Boston’s South Shore with a golden retriever who sleeps under the desk while Chuck is working and whose flatulence issues sometimes explain Chuck’s demeanor.

Attend this seminar to learn:

  • How to decide the type of advisory relationship you want
  • How to balance human and robo advice
  • How to avoid making the big mistakes most people make in searching for an adviser
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