Dr. Jason Van Duyn, MBA, ChFC, CLU, CFP is the founder of Aquest Wealth Strategies. He is a father of two and was recognized in Investment News’ 40 under 40. Jason’s passion is to bring high-end financial strategies, usually reserved for the rich, to typical American households.
Robots, Dorks or Old Men
Finding the right financial advisor for YOU!
by Dr. Jason Van Duyn
Robots, Dorks or Old Men
Finding the right financial advisor for YOU!
by Dr. Jason Van Duyn
Published Jun 30, 2023
165 Pages
Genre: BUSINESS & ECONOMICS / Decision-Making & Problem Solving
Book Details
A guide for anyone who wishes to improve their financial life
Many investors find that with nothing more than discipline and an Internet connection, they are able to improve their financial life without the aid of a third party. But not everyone is thrilled with the idea of DIY financial planning. Robots, Dorks or Old Men focuses on those trying to figure out which source of financial advice is best suited to their personality, needs, goals, means, and values. This clear, accessible guide explains the different types of financial and robo-advisors out there. It identifies the five most common sources of financial advice and thoroughly investigates each one, including checklists to help you determine if that source is right for you. With Robots, Dorks or Old Men, you’ll soon find a great partner to help you pursue your financial dreams!