Who's Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor
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BeschreibungThe right ways to select the right financial advisorThe financial planner is becoming as important as the family doctor. Yet, as is often the case with other professions, it is difficult to know how to select a good advisor. This problem is compounded by the fact that, unlike doctors and lawyers, anyone can call themselves a financial planner/advisor. Whos Watching Your Money? can help readers overcome the daunting task of finding and selecting a trusted financial advisor. Through in-depth insights and expert advice, readers will learn what they should look for, what they should ask, and what they should avoid when searching for a proper financial advisor.Jack Waymire (Sacramento, CA) has worked in the financial services industry for 26 years. Currently, he is the President of London Pacific Advisors, a financial services and Web technology company.
InhaltsverzeichnisPreface. Introduction. 1. Financial Realities. 2. Trust. 3. Service Providers. 4. Conflicts of Interest. 5. Criteria. 6. Due Diligence. 7. Consultants. 8. Planners. 9. Financial Representatives. 10. Replacement. 11. Relationships. 12. The Paladin Principles. Epilogue. Index.
PortraitJack Waymire has spent the past 26 years in the financial services industry working with investors and advisors. For twenty of those years he was the president of public companies that were in the asset management, advisory, and technology businesses. In that role, he pursued a personal goal of working with quality investment professionals who were willing to put investors' needs ahead of their own. These advisors were experts in their fields who possessed the knowledge and integrity to help investors achieve their financial goals. He also observed the self-serving nature of the industry when incompetent advisors sold low-quality products to trusting investors. They were very adept at building trust, then abusing it. These observations caused him to write Who's Watching Your Money? Once you have read this book, you will never select an incompetent, untrustworthy advisor again.
Untertitel: Sprache: Englisch.
Verlag: JOHN WILEY & SONS INC
Erscheinungsdatum: Dezember 2003
Seitenanzahl: 236 Seiten