5 Steps for Selecting the Best Financial Advisor : How the Internet Has Changed the Game for Investors and Financial Advisors

Jonathan Dash

ISBN 10: 1544500653 / ISBN 13: 9781544500652

Edité par Paladin Publishing Mär 2018, 2018

A propos de cet article

Neuware - Your financial future requires more than just good luck-it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That's because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection. After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They wrote this book to level the playing field between Wall Street and Main Street. Their book shows you how the internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor. 5 Steps for Selecting the Best Financial Advisor helps you use the internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don't have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this book.

N° de réf. du vendeur 9781544500652

Détails bibliographiques

• Titre: 5 Steps for Selecting the Best Financial Advisor : How the Internet Has Changed the Game for Investors and Financial Advisors
• Éditeur: Paladin Publishing Mär 2018
• Date de parution: 2018
• Langue: anglais
• ISBN à 10 chiffres: 1544500653
• ISBN à 13 chiffres: 9781544500652
• Reliure: Taschenbuch
• État de l'article: Neu
• Dimensions: 216 L x 140 H x 10 P (en millimètres) 216 millimètres de largeur par 140 millimètres de hauteur par 10 millimètres de profondeur
• Poids: 231 grammes

A propos de ce titre

Synopsis

Your financial future requires more than just good luck—it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That’s because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection. After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They wrote this book to level the playing field between Wall Street and Main Street. Their book shows you how the internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor. 5 Steps for Selecting the Best Financial Advisor helps you use the internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don’t have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this book.