Financial Advisor's Workshop with Brian Kasal #52 Understanding The Fiduciary Standard w/ JR Robinson, Founder, Financial Planning Hawaii
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JR Robinson (https://www.fphawaii.com/) is a nationally recognized financial planning industry thought leader with more than 30 years of experience. He shares his journey from AG Edwards to starting his own firm and his experience breaking into Hawaii's financial advisory scene.
In this episode Brian Kasal and JR Robinson discuss:
1. Adapting Your Investment Strategy
2. Understanding the Fiduciary Standard
3. The Pros and Cons of AI-generated Content
4. Keeping Clients Engaged with Your Website
LinkedIn: https://www.linkedin.com/in/jrrobinson1/ Website: https://www.nesteggguru.com/ Website: https://www.fphawaii.com/ Twitter: https://twitter.com/FinancialPlanHI
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