Listen free for 30 days

Listen with offer

Sample

£0.00 for first 30 days

Pick 1 audiobook a month from our unmatched collection - including bestsellers and new releases.
Listen all you want to thousands of included audiobooks, Originals, celeb exclusives, and podcasts.
Access exclusive sales and deals.
£7.99/month after 30 days. Renews automatically. See here for eligibility.

5 Steps for Selecting the Best Financial Advisor

By: Jack Waymire, Jonathan Dash
Narrated by: Michael Butler Murray
Try for £0.00

£7.99/month after 30 days. Renews automatically. See here for eligibility.

Buy Now for £11.99

Buy Now for £11.99

Pay using card ending in
By completing your purchase, you agree to Audible's Conditions of Use and authorise Audible to charge your designated card or any other card on file. Please see our Privacy Notice, Cookies Notice and Interest-based Ads Notice.

Summary

Your financial future requires more than just good luck, it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That's because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection.

After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They recorded this guide to level the playing field between Wall Street and Main Street.

This guide tells you how the Internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor.

5 Steps for Selecting the Best Financial Advisor 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 guide.

©2018 Jack Waymire and Jonathan Dash (P)2018 Jack Waymire and Jonathan Dash
activate_samplebutton_t1

Listeners also enjoyed...

Franchise Bible, 8th Edition cover art
The Franchisee Handbook cover art
How to Start a Business and Accounting cover art
Accounting: What the World's Best Forensic Accountants and Auditors Know About Forensic Accounting and Auditing - That You Don't cover art
Raising Capital for Real Estate cover art
Become Your Own Boss in 12 Months, Revised and Expanded cover art
Raise Capital on Your Own Terms cover art
Take the Fear out of Franchising cover art
Best Ever Apartment Syndication Book cover art
Marketing for Financial Advisors: Leveraging Digital Technology & Online Connection to Create Trust cover art
The Road to AUM: Driving Assets Under Management Through Effective Marketing and Sales cover art
Passive Income: How to Create Streams of Income and Acquiring Financial Freedom Through Passive Income Ideas cover art
The Credit Game cover art
Entrepreneur cover art
Business Funding Secrets cover art
The Startup Checklist cover art

What listeners say about 5 Steps for Selecting the Best Financial Advisor

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.