Getting Started in Finding a Financial Advisor (eBook, PDF)
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An accessible guide that contains the tools needed to findtrustworthy financial assistance Given the events of the past two years-from bankruptcies tofinancial scams-it is more important than ever that investorsunderstand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor exploresthe important relationship between an investor and their financialadvisor and examines how you should go about finding potentialcandidates. Along the way, it shows you how to interview and checkthe credentials of six key types of advisor so that you can spotand avoid rogues, s...
An accessible guide that contains the tools needed to findtrustworthy financial assistance Given the events of the past two years-from bankruptcies tofinancial scams-it is more important than ever that investorsunderstand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor exploresthe important relationship between an investor and their financialadvisor and examines how you should go about finding potentialcandidates. Along the way, it shows you how to interview and checkthe credentials of six key types of advisor so that you can spotand avoid rogues, scam artists, and incompetents. You will alsolearn how to understand what can happen if the institution or theadvisor ends up in financial or legal difficulty. This insightfuland useful guide * Helps you determine the kind of advisor best-suited for yoursituation * Provides interview questions, discusses what credentials reallymean, and which are important * Explains in detail the issue of fiduciary responsibility offinancial advisors, so you can find helpers who are on yourside Most people who give advice about money are trusted withoutactually earning that trust. Getting Started in Finding aFinancial Advisor helps you set the highest standards, allowingyou to locate professionals who can be trusted to protect yourfinancial well-being and help you prosper.
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