How to Hire (Or Fire) Your Financial Advisor

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How to Hire (Or Fire) Your Financial Advisor

Ten Simple Questions to Guide Decision Making

Finance and the finance industry Investment and securities Advice on careers and achieving success

Author: Ivan M. Illan

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Language: English

Published by: iUniverse

Published on: 3rd September 2015

Format: LCP-protected ePub

Size: 134 Kb

ISBN: 9781491770177


Youve 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. Illn, 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, youll be able to

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

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

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