Not Working With a Financial Adviser? What's Your Excuse?
As advisers, we deal with many types of clients and each one usually has some preconceived notions about financial planning and what it should entail. Recently, I was having a conversation with Norman Barden, Financial Representative and Director of Operations for the Rome, Georgia Office of 21st Century Financial. I asked him to tell me about the types of people he interacts with and their perceptions about working with a financial adviser.