In Your Best Interests: An empowering and protective system of guides and checklists that reduces your vulnerability to high-pressure sales ta

ISBN-13: 9781511526456 / Angielski / Miękka / 2015 / 170 str.

M. B. Robinson

Opis

With every recommendation, consideration and action, the financial advisor who solicits you for new business, or the advisor you're already working with, makes a conscious decision between two alternatives: 1) put your needs and interests first, or 2) put their own interests first - often at your expense. Rules and regulations do not guide their decision. It's guided by personal integrity, or by the absence of this trait. For some financial advisors, their work is their calling. These advisors are guided by a deep rudder called "integrity." As a matter of course they put the needs and interests of their clients ahead of all other considerations, without trumpeting the fact that they do. In Your Best Interests provides a way for you to confirm that your advisor has these personal attributes. In doing so, it will naturally strengthen the relationship between you and your advisor as you gain further appreciation for the expertise, quality service and stewardship that only a true professional provides. There are other advisors who have a tendency to put their own interests first. They know and exploit the limitations of the rules, and take advantage of your trusting nature and inability to differentiate between the good, the bad, and the ugly. What's worse, their disarming personality and salesmanship keep you aware and unsuspecting, often for years. You can't afford this kind of relationship. In Your Best Interests helps you protect your money and your interests by reducing your vulnerability to "bad apples," inexpert advisors, high-pressure sales tactics, self-serving "advice" and excessive costs. Developed over a seven-year period with contributions from thousands of investing consumers, this ground-breaking system of guides and checklists: 1) helps you confirm that your financial advisor is putting your interests first, and is dealing with you openly, fairly, and with accountability; 2) helps alert you to a financial advisor who is putting their own interests first, and may even be taking advantage of you; 3) helps you avoid the extreme risks to your money and future that can arise from high-pressure sales tactics, self-serving advice, "leap of faith" decisions and blind trust; 4) provides guidance on how to evaluate and select a financial advisor who's right for your needs, preferences and financial situation; 5) may save you hundreds or even thousands of dollars every year by alerting you to excessive fees and commissions, hidden costs, or poor investment returns. No government agency, regulatory body, investor protection organization, advocacy group or educational program offers this. You can only get it here.

Zawartość książki może nie spełniać oczekiwań – reklamacje nie obejmują treści, która mogła nie być redakcyjnie ani merytorycznie opracowana.