Selecting a financial advisor is a lot like buying a new car at a dealership. You have to go through an elaborate sales process to get the information you need.
Even then, it’s hard to be sure you received accurate information or the best recommendation. Cars are real. Financial advice is not something you can see and feel. It’s also a very complex service, which only makes it all the more difficult.
It is vital to get the facts, but uncovering that information can be difficult and time consuming. In our free guide, you'll learn:
- Financial advisors do not have mandatory disclosure requirements. So they may legally withhold information from you.
- Public data about advisors is limited, tough to find, and difficult to understand.
- Advisors use sales tactics to convince you to buy what they are selling.