5 Steps for Selecting the Best Financial Advisor
We wrote the book on what makes a great financial advisor
Written by Jonathan Dash, our Founder and Chief Investment Officer, helps you use the internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don’t have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this book.
You rely on advisors to help you plan your financial future and invest your assets in the securities markets. The quality of the advisor impacts when you retire, how you live during retirement, and your financial security late in life. You need a competent, ethical advisor who can help you achieve all of your financial goals.
Based on consequences, we believe selecting the right advisor is the most important financial decision you will ever make. Our book shows you how to use the internet to increase the odds that you ll select the best financial advisor for the right reasons.
The internet is a major game changer. It gives you access to vast amounts of information about financial advisors. You make informed decisions when you have all the facts from sources you can trust. You select the best financial advisor for the right reasons. You reduce your risk of selecting the wrong advisor.
You sleep better at night knowing you selected a competent, ethical financial advisor.