Book description
This Element is an excerpt from Easy Money: How to Simplify Your Finances and Get What You Want Out of Life (9780132383837), by Liz Pulliam Weston. Available in print and digital formats.
A practical checklist for finding an honest, competent financial advisor–and avoiding those who aren’t.
Hundreds of thousands of people are passing themselves off as financial planners in the United States today. Few are what they seem. Anyone can call herself a financial planner or advisor: There are no education, experience, or ethics requirements. Furthermore, most people who offer advice aren’t legally obligated to put your interests before their own. So how do you find someone who can actually help you?
Table of contents
Product information
- Title: How to Find a Financial Planner
- Author(s):
- Release date: August 2010
- Publisher(s): Pearson
- ISBN: 9780132479745
You might also like
book
The Elephant in the Room: Sharing the Secrets for Pursuing Real Financial Success
The Elephant In The Room A financial fable filled with lessons for building long-term wealth "What …
book
Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with …
book
The Mindful Investor: How a Calm Mind Can Bring You Inner Peace and Financial Security
Mindfulness: How to Have a Better Relationship With Your Money Money. The word itself has a …
book
The Story of Rich: A Financial Fable of Wealth and Reason During Uncertain Times
An investing story that provides insights into dealing with your money and finding financial security Making …