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A Financial Adviser and a Clients’ Divorce
Original Air Date: January 14, 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch discuss how financial advisers approach divorcing clients who are fighting over the financials.
Read the article: https://www.henssler.com/case-study-a-financial-advisers-fiduciary-responsibility-during-a-clients-divorce/
View all episodes
By Henssler Financial
5
1313 ratings
Original Air Date: January 14, 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch discuss how financial advisers approach divorcing clients who are fighting over the financials.
Read the article: https://www.henssler.com/case-study-a-financial-advisers-fiduciary-responsibility-during-a-clients-divorce/
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