How to Find a Financial Advisor

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.

Your future is based on the decisions you make now. You don't have to give up pizza or forego driving to find a way to make the smart money moves Lewis recommends. Starting with in depth analysis of the current state of one's financial affairs, she shows would be investors how to create the personal and financial goals that will power up the plan. Like an engaging personal friend who is also a financial advisor, Lewis outlines the key issues related to finding the appropriate financial advisor, and shares the results of a survey of actual investors, identifying what they most want explained in the investment planning process.

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.

Portfolio (finance) - In finance, a portfolio is a collection of investments held by an institution or a private individual. In building up an investment portfolio a financial institution will typically conduct its own investment analysis, whilst a private individual may make use of the services of a financial advisor or a financial institution which offers portfolio management services.

Stock broker - A stock broker is a person that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.

Petition mill - A petition mill is a fraud in which the perpetrator poses as a financial advisor, sometimes as a credit counselor or paralegal, filing hastily-prepared bankruptcy documents in the name of victims who come to the advisor as clients. The bankruptcy filing is often both incomplete and inappropriate for the victim's condition; and, often, the victim does not even realize that a bankruptcy has been filed.

howtofindafinancialadvisor

Advisor Financial Marketing Plan - Advisor Financial Marketing Plan 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. Financial plan - Basically, the financial plan section of the business plan consists of three financial statements, the ...

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