Financial Advisor License

When it comes to your financial future, selecting the right professional to be your advisor is the most important decision you will ever make. A quality choice will produce more assets for your retirement years and more financial security later in life. A bad decision will result in deferred retirements, part-time jobs, reduced standards of living, and financial insecurity. It’ s as simple as that. No one understands the relationship between investors and advisors better than Jack Waymire.With over twenty-six years of experience in the financial services industry, he has held a variety of positions– allowing him to observe the different agendas investors, advisors, and financial service companies bring to the table. Now, with Who’ s Watching Your Money?, Waymire distills his insider knowledge to help you overcome the daunting task of finding a competent, trustworthy financial advisor. Who’ s Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. Most importantly, it provides a solution. To guide you on your journey, Who’ s Watching Your Money? outlines " The 17 Paladin Principles." These proven principles– developed by author Jack Waymire– provide a summary solution that will dramatically increase the probability of finding a quality advisor who will help secure your financial future.

Are you at a crossroads in your practice? Have you taken it as far as you can go unassisted?Are you looking keenly for advanced direction in marketing and practice management areas that you haven’ t tried yet and don’ t know where to turn to acquire that kind of information? Is your organizational structure and staff sound? In short, are you looking to take your practice to the next level and need some guidance? If the answer to any of these questions is yes, then you will want to read Rattiner’ s Financial Planner’ s Bible: The Advisor’ s Advisor. Rattiner’ s Financial Planner’ s Bible: The Advisor’ s Advisor draws upon Jeffrey Rattiner’ s own considerable, celebrated experience in the industry and the hundreds of interviews with the nation’ s top planners from the CFP, CPA, brokerage, banking, insurance, and legal communities resulting from his extensive travels and nationwide training programs. In this all-encompassing self-contained stand-alone resource and deskbook, Rattiner presents a superior blueprint for planning success by telling it the way it really is and what you can do to make it work to your advantage. Rattiner’ s Financial Planner’ s Bible presents the best practices of financial advisors in all aspects of financial planning, asset management, practice management, and product marketing.

Fee-Only financial advisor - Fee-Only financial advisors are compensated only by their clients and accept no commissions or compensation from other sources, such as insurance products or investments. This model of compensation reduces the potential for conflicts of interest between the advisor and the client in that the advisor is not beholden to insurance, investment, and other financial companies.

Independent Financial Advisor - The term IFA or Independent Financial Adviser is a UK term to describe a financial adviser who works on behalf of their client and not on behalf of any third party (especially an insurance company). In working for the client they are independent of third party interests and therefore will tend to offer unbiased advice.

Tax advisor - A tax advisor is an independent financial expert especially trained in tax law. Some countries require tax advisors to verify the balance sheets of companies above a certain size.

Banking license - Under most jurisdictions, a banking license is a prerequisite for a financial institution that wants to provide banking services, such as taking deposits from the general public.

financialadvisorlicense

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