How to Hire (or Fire) Your Financial Advisor

How to Hire (or Fire) Your Financial Advisor

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Youa€™ve worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions. Ivan M. IllAin, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try. Once you know what type of responses are best, youa€™ll be able to a€c uncover hidden conflicts of interest; a€c determine what motivates an advisor; a€c evaluate an advisora€™s intelligence; and a€c develop a method to evaluate performance. While there are many benefits to having an expert manage money, ita€™s essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.Bank, a€ The Mark Cuban Weblog, August 20, 2010, 08/20/the-stock-market-is-still-for-suckers-and-whV-Voushould-put-your-money- in-the-bank/. ... 20 Liz Skinner, a€œFINRA Reports Dramatic Jump in Restitution in 2012, a€ Investment News, January 8, 2013, ... 2 (March 2011), http://www. Standards.pdf. 23 Allananbsp;...

Title:How to Hire (or Fire) Your Financial Advisor
Author: Ivan M. Illán, CFS
Publisher:iUniverse - 2015-09-03

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