Personal finance guru Jean Chatzky drew a crowd of curious customers to a Provident Financial Group branch one evening last month.

Provident had hired Ms. Chatzky, a regular on NBC's "Today" show and a columnist for Money magazine, to dispense estate planning advice to the company's 530 best customers.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.