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I'm too poor to have my own assistant.
Already said it before. It might not be for everyone. But the original idea of suggesting PB was to shop for the lowest rate. I have yet to find a broker to find me better rate or find a rate that my PB can't match/beat it for me.
And its value really derives from the lending options, investment opportunities and access to talents. I can borrow against my life insurance policy, my stocks, my commercial properties... etc. I get sent investment pools for large private companies when they are raising funds. If I need a competent accounting lawyer to deal with stuff. All that is a call away.
I'm not sure about you guys, but I'm constantly borrowing. And having easy access to funding options is priceless for me.
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Nothing for now
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