Finding and Dealing with a Financial Advisor

  1. What is an Advisor?
  2. Are There Different Types of Advisors?
  3. Why Advisors Sometimes Destroy Value: Ineptitude, Dishonesty, and Conflict.
  4. The Basic Functions of Advisors
  5. The 3 Fundamental Characteristics of Advisors: Alignment or allegiance to client interests, Fees charged and Professional Credentials.
  6. Do I Need an Advisor?
  7. How do I Find a Good Advisor?
  8. Important Questions to Ask Advisors
  9. Firing an Advisor
  10. The "Dos and Don’ts"

The Finding an Advisor menu on the left side of this screen will assist you in navigating through these sections.

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