5 Tips for Rating the Quality of Financial Advisors
One of the most dangerous decisions investors make is determining the quality of financial advisors when they select them. Why so dangerous? If they make...
Do You Need a Financial Advisor?
Yes, but not just any financial advisor. You have to be very selective. You need a real financial advisor who provides high quality advice and...
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...
Should Financial Advisors Have Quality Ratings and Track Records?
Yes, because very few investors know how to identify real financial advisors and determine their quality before they select them. This opens the door to...
Wall Street Likes Confused Investors
In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....
New Investment Advisors Should Have A Warning Label
Every year the financial service industry hires thousands of new investment advisors to sell more than 30,000 investment products. They replace the thousands of investment...
A Real Financial Advisor is a Fiduciary
Did you know there are people who pretend to be real financial advisors? However, they are really sales representatives. They make this false claim to...
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...
