Publisher's Synopsis
Dr. Jason Van Duyn, CFP is in the top 1% of advisors at LPL Financial, the biggest independent broker-dealer in the United States as reported by Financial Planning magazine, 1996-2022, based on total revenue. *. He's a Forbes Best in State advisor (2022) and after earning four business degrees, including a doctorate, he has been a financial planner for twenty-five years. Now he's committed to helping YOU find the best source of financial advice.
Robots, Dorks, or Old Men: Finding the Right Financial Advisor for YOU! thoroughly explains the different types of sources of financial advice and gives you clear direction on which one might be best for your personal financial situation. Other professionals we trust with our most important and sensitive matters-doctors, lawyers, engineers, and others-are hyper-specialized. You wouldn't go to a podiatrist if you were having chest pains, for example. Likewise, you shouldn't go to just any financial advisor; different types of financial advisors do vastly different things. It matters which one you choose! This book is an attempt to bring awareness to the differences and give you the best guidance to help you live your best life.
Robots, Dorks, or Old Men includes examples of the types of clients that best fit the different sources of advice. Van Duyn has also provided checklists of qualities each type should meet as well as questions to ask in an introductory meeting.
Choosing the right advisor is a personal matter, as individualized as your goals, as unique as you. Address your financial needs as well as your values with the help of not just the best financial advisor but the best financial advisor for YOU.
*Top 1% is based on the total production of all Aquest Wealth Advisors compared to the production of individual Advisors at LPL.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. (space)
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. show less
