Bad Advisors: How to Identify Them & How to Avoid Them - Softcover

Defrancesco, Roccy

Softcover

ISBN 10: 0984230858 ISBN 13: 9780984230853

Publisher: Ks Pubns Inc, 2011

Synopsis

Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why with all the advice they receive from their advisors have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years? Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice.Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic.In this groundbreaking book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors.In Bad Advisors, you will learn how to: -Eliminate the causes of doubt and fear of losing your assets -Remove stress while dramatically increasing your wealth Roccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors," advisors who are not concerned about you and your interests. Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about helping you achieve your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.

About this title

About the Author

Roccy is the nation's leading trainer of advanced planning concepts for financial, insurance,mortgage, accounting, and legal professionals. Roccy educates over 300,000 financial planners, insurance agents, attorneys, CPAs, EAs and accountants and is the founder of The Wealth Preservation Institute. Roccy is also the co-founder of the Asset Protection Society.Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in Indiana and Michigan.Roccy is the author of Bad Advisors, Retiring Without Risk, The Home Equity Acceleration Plan (H.E.A.P.), The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security and The Doctor's Wealth Preservation Guide. Roccy is also the editor of Wealth Preservation Planning: A Team Approach by the National Society of Accountants.

Edition details

• Publisher: Ks Pubns Inc
• Publication date: 2011
• Language: English
• ISBN 10: 0984230858
• ISBN 13: 9780984230853
• Binding: Paperback
• Number of pages: 212