5 Steps for Selecting the Best Financial Advisor by Jonathan Dash

5 Steps for Selecting the Best Financial Advisor by Jonathan Dash

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.

Jack Waymire has spent the past 26 years in the financial services industry working with investors and advisors. For twenty of those years he was the president of public companies that were in the asset management, advisory, and technology businesses. In that role, he pursued a personal goal of working with quality investment professionals who were willing to put investors' needs ahead of their own. These advisors were experts in their fields who possessed the knowledge and integrity to help investors achieve their financial goals. He also observed the self-serving nature of the industry when incompetent advisors sold low-quality products to trusting investors. They were very adept at building trust, then abusing it. These observations caused him to write Who's Watching Your Money? Once you have read this book, you will never select an incompetent, untrustworthy advisor again.

SKU	Unavailable
ISBN 13	9781544500652
ISBN 10	1544500653
Title	5 Steps for Selecting the Best Financial Advisor
Author	Jonathan Dash
Condition	Unavailable
Binding Type	Paperback
Publisher	Publishing In A Box
Year published	2018-03-28
Number of pages	194
Cover note	Book picture is for illustrative purposes only, actual binding, cover or edition may vary.