People Don't Hire The Wrong Advisor On Purpose...
People Hire The Wrong Advisor Because They Don't Know The Questions To Ask.
Learn the 27 Questions That Could Save You Hundreds of Thousands of Dollars.
Discover
🚨 The real dangers of financial advisors—exposed.
💡 The red flags you need to know before hiring.
📖 A step-by-step system to find an advisor you can trust.
Instant access. No guesswork. No hidden sales pitches.
People Don't Hire The Wrong Advisor On Purpose...
People Hire The Wrong Advisor Because They Don't Know The Questions To Ask.
Learn the 27 Questions That Could Save You Hundreds of Thousands of Dollars.
Discover:
🚨 The real dangers of financial advisors—exposed.
💡 The red flags you need to know before hiring.
📖 A step-by-step system to find an advisor you can trust.
Instant access. No guesswork. No hidden sales pitches.
These 27 Critical Questions Cover These Vital Topics and More:
Experience
Qualifications
Investment Process
Compensation
These 27 Critical Questions The Following Topcis and More:
Experience
Qualifications
Investment Process
Compensation
Why this book?
This book arms you with the exact questions to ask from covering your advisor’s experience to specialty, investment process, and even compensation—so you can hire with confidence, not guesswork.
In this book, you will learn how to:
💰 Spot Hidden Fees and Conflicts of Interest
Most financial advisors don’t work for free, but the way they get paid could quietly drain your wealth. This book reveals the hidden commissions, kickbacks, and sales incentives that often shape their advice.
⚠️ Spot Red Flags Before It's Too Late
The truth is, not every advisor has your best interests in mind. These 27 carefully crafted questions help you spot red flags like unclear fees, vague answers, and aggressive sales tactics—before they cost you.
✅ A Simple Method for Choosing the Right Advisor Confidently
Choosing the right advisor shouldn’t be a gamble. This guide gives you a clear, evidence-based approach to identify trustworthy professionals, verify their expertise, and make confident, informed decisions about your financial future.
Full Chapters Overview
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ABOUT THE AUTHOR
For two decades, I was one of the top 300 Defined Contribution Advisors in the country, managing multi-million dollar retirement plans for corporations.
ABOUT THE AUTHOR
For two decades, I was one of the top 300 Defined Contribution Advisors in the country, managing multi-million dollar retirement plans for corporations.
I was awarded accolades, recognized for my expertise. But behind the closed doors of the financial industry, I saw a disturbing truth:
the everyday retiree, the individual investor, was often being taken advantage of.
I witnessed firsthand how hidden commissions, complex fee structures, and high-pressure sales tactics were draining the savings of hardworking people. I saw retirees lose tens, even hundreds of thousands of dollars, all while their advisors profited.
It kept me up at night. When I finally retired, I knew I had to do something about it.
That's why I wrote this book. It's not about selling you financial products or services. I'm retired, and I don't want to be your advisor. I simply want to empower you with the knowledge I gained over 20 years on Wall Street. I want to give you the tools to protect your hard-earned money and ensure your financial security.
I want to give you the tools to protect your hard-earned money and ensure your financial security.
Get Your Copy Now and Secure Your Financial Future
Don't be a victim of a bad advisor. Learn how to avoid losing your savings by hiring the right advisor with our step-by-step proven, evidence-based system
© 2025, Educated Investors. All rights reserved.
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© 2025, Educated Investors. All rights reserved.
Follow Educated Investors
Contact us!