The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor…
Get it right the first time!


The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor…
Get it right the first time!
Finding a competent, ethical financial advisor can take a lot of time and be a challenge.
That’s why you need to read “The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor” today.
You’ll learn how you can streamline the process and make sure you’re asking the right questions every time.
What will you learn from this report?
Where do you start?
How to learn about candidates without being hassled.
How to avoid getting fooled by fancy titles and come-ons.
How to separate pretenders from contenders.
What are the automatic (no doubt about it!) eliminators?
What are the 4 hidden factors to look for in every interview?
A good financial advisor is worth their weight in gold! A bad one is like a nightmare that doesn’t end and can cost you dearly.
Business Insider reports on a Northwestern Mutual survey:
“66% of the survey respondents who have a financial adviser said they feel financially secure.
A whopping 85% of respondents who work with a financial adviser feel their personal life is headed in the right direction.
70% of respondents who have an adviser said they’re happy with their life.”
A bad financial advisor can destroy your retirement dreams!
The Motley Fool reports:
“Between 2005 and 2015, an estimated 87,000 financial advisors were found guilty of some form of misconduct. These transgressions ranged from unsuitable advice, to unauthorized activity, and to outright fraud.”
“This is the first report I’ve seen that IS NOT written by someone wanting to manage my money, or looking to sell my name for a nice referral fee. It is strictly educational, with no hidden agenda.
Many financial advisors will NOT want their clients to read this report. Their hidden sources of fees and income are exposed.”
– Subscriber Lee C.
“I highly recommend purchasing and reading Dennis Miller’s new report, How to Find a Financial Advisor to Meet YOUR Needs. This report is a good read even if you’re just starting a job or already retired. There is worthwhile information for everyone. I am still working even though I am way past retirement age and have been running the same company for 30+ years. I found myself wishing I had read this 30 years ago.
The first few chapters were a little slow for me and I kept thinking…ok, let’s get to the good stuff. Hang in there…because once I got past why it was written, I couldn’t stop reading. Even though I don’t invest in the stock market I still learned a lot about it. Please take this seriously, this report is invaluable. It not only tells you the pitfalls and how to avoid them but also the actual questions to ask.
You definitely want to take this report with you when you interview a financial advisor. I know Dennis professionally and personally and read his blog as soon as I get it. He is a man that does his homework and can be trusted. Great job, Dennis!”
– Subscriber Velda K.
Get Your Copy Now!
To get instant access to Dennis’s brand new special report, “The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor” and sign up for his free weekly newsletter, enter your email address here:
A little about why I wrote “The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor” and why I’m releasing it now, in this perilous market.
I had breakfast with a group of long-time friends soon after the 2008 market crash.
All of us were retired, though some longer than others.
Many of us had our safe 6% CD’s and bonds called in. The retirement income we counted on dropped 66% overnight.
Others were heavily invested in the stock market; reporting their 401k dropped in half.
We had never seen anything like it, and didn’t know what to do.
We started discussing our financial advisors. One ultra-wealthy member has a team of fee-based advisors. He did very well.
Others relied on their stock brokers and fared poorly.
When comparing notes, we realized the “expert advice” was all over the map.
A lot of advisors are guessing, and/or didn’t have our best interest at heart.
The financial advisor industry encountered a new challenge – justifying their fees. Some put large portions of their client’s money into risky investments to garner better returns; to the detriment of their clients.
I was editor of a subscription-based investment newsletter and also wrote for MarketWatch (they dubbed me a RetireMentor). When I turned 75, I started Miller On The Money – a FREE weekly letter.
I’ve had many wonderful mentors throughout my life. Now it’s my turn to give back, help and educate. Miller On The Money is geared toward people concerned about protecting their life savings and lifestyle. Learning from the experiences of others sure beats learning lessons the hard way!
I had breakfast with a group of long-time friends soon after the 2008 market crash.
All of us were retired, though some longer than others.
Many of us had our safe 6% CD’s and bonds called in. The retirement income we counted on dropped 66% overnight.
Others were heavily invested in the stock market; reporting their 401k dropped in half.
We had never seen anything like it, and didn’t know what to do.
We started discussing our financial advisors. One ultra-wealthy member has a team of fee-based advisors. He did very well.
Others relied on their stock brokers and fared poorly.
When comparing notes, we realized the “expert advice” was all over the map.
A lot of advisors are guessing, and/or didn’t have our best interest at heart.
The financial advisor industry encountered a new challenge – justifying their fees. Some put large portions of their client’s money into risky investments to garner better returns; to the detriment of their clients.
I was editor of a subscription-based investment newsletter and also wrote for MarketWatch (they dubbed me a RetireMentor). When I turned 75, I started Miller On The Money – a FREE weekly letter.
I’ve had many wonderful mentors throughout my life. Now it’s my turn to give back, help and educate. Miller On The Money is geared toward people concerned about protecting their life savings and lifestyle. Learning from the experiences of others sure beats learning lessons the hard way!
“Nothing like what we’re witnessing has ever happened before. Even the savviest analysts cannot yet internalize what happened.”
– James Rickards
Get Your Copy Now!
To get instant access to Dennis’s brand new special report, “The 6 Most Important Do’s and Don’ts When Selecting A Financial Advisor” and sign up for his free weekly newsletter, enter your email address here:
Note: Miller On The Money is not licensed or qualified to give individual, personal investment advice. We do not recommend any financial advisor, nor do we accept referral fees. Our mission is education.
© 2020 Dennis Miller and https://milleronthemoney.com. No content on this site can be reproduced without express written consent of Dennis Miller, https://milleronthemoney.com.