Book description
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.
Recognizing the red flags that can appear while you’re searching for a financial advisor.
Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They’ll help you narrow down your list of potential candidates, and they might save you a lot of grief down the road. First, as you collect names of potential advisors to interview, do a FINRA broker check.
Table of contents
Product information
- Title: Spotting Red Flags: Financial Advisors to Avoid
- Author(s):
- Release date: June 2010
- Publisher(s): Pearson
- ISBN: 9780132178839
You might also like
book
Spotting Criminal Versus Non-Criminal Financial Advisor Behavior
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help …
audiobook
Knock Out Networking for Financial Advisors and Other Sales Producers
Almost 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and …
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
Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors
“ Bonnie Kirchner is perhaps the only person in America who is qualified enough to write …
