Advisors & Planners- Overview


About Financial Advisors

The more you know about advisors the higher probability you will select and retain a high quality professional who can help you achieve your financial goals.

The less you know about advisors the higher the probability you will select the advisor with the best sales skills.

Why is this a critical financial decision? Advisors will influence or control your financial decisions and these decisions will impact when you retire, how you live during retirement, and your financial security late in life when you need it the most.

What Matters Most?

Advisors may have great personalities, work for brand name firms, and have exceptional sales skills. But, what do personalities, brand names, and sales skills have to do with the advisors' competence and trustworthiness?

The answer is absolutely nothing and that is why we put this content on our website.

What matters most is the advisor's credentials, ethics, business practices, and services, which are the focus of the content in About Advisors.

Control is Critical

There is another major benefit when you know more about financial advisors. You are in a better position to control your interview and selection processes. This is critical so you get the information you need to make the right selection decision.

Advisors would like to control your ​process because it allows them to control the flow of information during the interview phase. But, you may not get all of the information you need to select the financial advisor with the best qualifications. 

Our Content

In a matter of minutes, you will learn what you need to know to select the best financial advisor:


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