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How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making

How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions to Guide Decision Making

Hardback (03 Sep 2015)

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Publisher's Synopsis

You'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. Illán, 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, you'll be able to

- uncover hidden conflicts of interest;
- determine what motivates an advisor;
- evaluate an advisor's intelligence; and
- develop a method to evaluate performance.

While there are many benefits to having an expert manage money, it'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.

Book information

ISBN: 9781491770368
Publisher: Author Solutions Inc
Imprint: iUniverse
Pub date:
Language: English
Number of pages: 130
Weight: 304g
Height: 216mm
Width: 140mm
Spine width: 11mm