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How to Select Advisors

There are five reasons why selecting a competent, trustworthy financial professional is tougher than it looks:

• All advisors represent themselves as financial experts, even though it's not true 85% of the time.
• It's difficult to measure advisor competence when they don't provide track records.
• Advisors use personalities and sales skills to win investor trust and assets.
• Advisors don't have to document their credentials, ehtics, and business practices.
• Consequently, investors have to know the right questions to ask to determine advisor quality and they have to know good answers from bad ones.

There is a way to make the process easy and a lot less risky.

• Read the articles in this section of the Registry that provide information you can use to avoid bad advice and select high quality advisors.
• Only select advisors who are profiled in the Registry.
• Be sure to review Registry documentation for each advisor.
• Demand WRITTEN PROOF from all advisors you interview that documents they are the competent, trustworthy professionals they say they are.

Articles

Finding Advisors

My Selection Criteria

Evaluating Advisors

Interviewing Advisors

Important Criteria

Which Advisor is Best?

Quick Facts