How to Avoid Financial Advisors Who Use Fake Credentials
It all starts with financial advisors’ perception of investors. They know investors want financial experts helping them invest their assets. This creates a major marketing...
Three Ways to Identify Real Independent Financial Advisors
Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...
Is Your Financial Planner a Real Expert?
How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment...
The Three Most Important Questions You Should Ask a Financial Advisor
You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...
Financial Advice versus Financial Recommendations
Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...
How to Find and Select a Real Financial Advisor
Your best solution for finding a real financial advisor is the Internet for three reasons. First, it is easy to find financial advisors. Just enter...
Investment Advisor or Financial Advisor – Is There a Difference?
Sometimes the titles that investment advisors and financial advisors give themselves are indicators for the types of services they provide. Why do you need indicators?...
Who are the Best Investment Advisors?
The answer to this question is based on your definition of “best” when you select an investment advisor. Is he the investment advisor with the...
How to Find a Financial Advisor
Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...
Is Your Investment Advisor a Money Manager?
Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...
