Evaluating and Compensating your Financial Advisor *In-Person*

This class is for anyone who has a financial advisor or is considering hiring one.You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly. Instructor: Jimmy Becker

Sections

Instructor

Jimmy Becker is the founder of FinanciallySpeaking. where he provides one-on-one financial planning services as well as creating and presenting customized workshops on many dimensions of financial decision-making to employee groups, adult education learners, and graduate students.

Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what is offered, but what you really need are answers to basic financial planning questions that are unbiased, understandable, and actionable.

Jimmy began his career on Wall Street as an options trader and understands the financial services industry from the inside out. He earned an Economics degree from Brown University and an MBA from the Yale School of Management.

You can learn more about him at financiallyspeaking.org.