Jonathan CroninREI Accelerator, Rei Accelerator · Multifamily Real Estate Investor & Coaching Leader

You Need A Wealth Advisor

21 Feb 2025

Watch on YouTube

A short YouTube monologue by Jonathan Cronin arguing that individuals need a wealth advisor who serves as the central point of contact coordinating attorneys, accountants, and insurance agents to manage complex financial strategies. The speaker notes this coordination prevents confusion and recounts having experienced the same problem personally.

You need a wealth advisor. The wealth advisor sits in the middle. They talk to this attorney, they talk to this attorney, they talk to the accountant, they talk to the insurance agent. And so you have this center point of contact for all those people to communicate with. Because you're going to have a very complex strategy that no one entity is going to be able to answer the right question. So that's the problem that they all really have. And then it confuses the heck out of you because I was, I dealt with the same situation.