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Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
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Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
What can we learn from investors who have had bad experiences working with an advisor? Jeff and Mike are joined by Robert C. Port, an Atlanta litigation attorney, who will share what he has learned while representing clients in matters related to investment advice. They discuss an unlikely collaboration, the benefits of a fiduciary relationship, and an investment philosophy that evolved from experiences in court.
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