Find and work with a financial advisor to achieve your goals, whatever your income or assets.
The Truth Shall Set Your Wallet Free is aimed at debunking the myths that prevent people from achieving their wealth goals. And the first myth that needs to be bashed is that financial advisors are only for the very rich. In fact, there are more financial advisors who cater to modest-income Americans than those who cater to the rich.
Myths propagated by the media, regulators, and even the financial industry itself harm every American, from those at the poverty level to billionaires and everyone in between. This is the first time a holistic view of the entire advice market has been written by a non-advisor industry insider, without bias from any of the financial services sectors.
|Publisher:||Post Hill Press|
|Product dimensions:||6.00(w) x 9.10(h) x 0.80(d)|
About the Author
Nicholas W. Stuller is an expert on financial advisors as past CEO/co-founder of the two largest financial advisor data companies. His media interviews span CBS to Dow Jones. His 30-year career includes key roles at TD Ameritrade and Thomson.
Table of Contents
Chapter 1 Why We All Need Financial Advisors 11
Chapter 2 Who Said You Have to be Rich to Hire a Financial Advisor? 21
Chapter 3 Who Says Financial Advisors Don't Care about Millennials? 31
Chapter 4 Top Myths about Financial Advisors 39
Chapter 5 Proof That Financial Advisors Benefit Investors and Consumers 49
Chapter 6 Welcome to the Financial Advisor Universe 59
Chapter 7 The Public Is Largely Uninformed about Financial Advisors 83
Chapter 8 How Wall Street Has Marred the Perception of Financial Advisors 91
Chapter 9 The Financial Services Industry Confuses 99
Chapter 10 Regulators Miss the Mark 109
Chapter 11 The Media Loves to Bash 121
Chapter 12 Searching for Your Financial Advisor 129
Chapter 13 How to Spot and Avoid Bad Advisors 141
Chapter 14 Screen Test: Interviewing Advisors 153
Chapter 15 The Secret to Working with Advisors 173
Chapter 16 Are You Sure Your Current Financial Advisor Is Appropriate for You? 181
Chapter 17 Advisors Can Mitigate Our Own Bad Behavior 189
Chapter 18 Perspective: Regulatory Records of Advisors, Attorneys, and Doctors 197
Chapter 19 Enter the Robots 201
Chapter 20 How to Get Free Financial Advice for Those in Need 205
About the Author 237