Working With a Financial Advisor

Making the shift to financial independence doesn’t just happen by accident it takes prudent financial planning and discipline. As a trusted financial advisor to thousands of clients, Jeff Harley shares his unique insights as the founder and principal advisor at Pierpont Financial Advisors. In this course, he’ll guide your personal financial journey through life’s major transitions, showing you how to work with a financial advisor to build financial independence. Following these 31 lessons, learn how to find the right fit in a financial advisor and identify a service model that works for you. He’ll cover how to build a trusted relationship with your financial advisor, set achievable financial goals, as well as showing you the best practices for defining the scope of your engagement from the very start. Use this audio course to invest in the process to set your own financial path, protect your investments, and secure your financial future.