The Truth Shall Set Your Wallet Free: Secrets to Finding the Perfect Financial Advisor

The Truth Shall Set Your Wallet Free: Secrets to Finding the Perfect Financial Advisor

by Nicholas W. Stuller

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Overview

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.

Product Details

ISBN-13: 9781682617755
Publisher: Post Hill Press
Publication date: 11/13/2018
Pages: 240
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

Introduction 7

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

Acknowledgments 215

References 217

Index 225

About the Author 237

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