Free Investor Workshop Presented by EducatedInvestors

How to Spot Bad Financial Advisors in 5 Minutes

Without Being An Investment Expert or Familiar With Investment Jargon

April 10th, 2025

6:00 PM CST

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April 10th, 2025

7:00 PM CST

Workshop Starts In...

What You'll Learn

  • The 3 Questions That Make Bad Advisors Squirm (and instantly reveal their true intentions)

  • How Advisors Really Get Paid (warning: it's not what they typically tell you)

  • The 4 Hidden Fees Most Investors Never Know They're Paying

  • Why That "1% Fee" Could Actually Be Costing You Thousands (and how to fix it)

  • The 5 Red Flags That Scream "This Advisor Is A Salesperson"

  • What Your Return Should Actually Be (and how to tell if you're underperforming)

  • The 3 Documents Every Trustworthy Advisor Should Show You (but most won't)

LIMITED SEATS:

Discover the Evidence-Based Hiring Method and Learn How To Spot Poor Advisors and Avoid the Salespeople

About The Speaker

Paul Powell

Paul Powell isn't just another financial expert – he's someone who's seen both sides of the industry and lived to tell the tale. From his unexpected start at Merrill Lynch (thanks to a chance meeting at Applebee's) to becoming a nationally recognized advisor managing over $2 billion in corporate retirement plans, Paul's journey reveals the hidden truths of the financial world.

After experiencing firsthand how industry incentives can harm clients, Paul made a bold choice: he developed the Evidence-Based Hiring Method, a systematic approach to finding truly ethical financial advisors. His unique perspective comes from being both a top-performing insider and a victim of the industry's dark side – including a painful lesson from a client lawsuit that changed his entire approach to financial advising.

Today, Paul's mission is personal: to protect investors from the same industry pitfalls he once helped create. As the author of "The Retiree's Guide to Hiring A Financial Advisor You Can Trust" and creator of the Evidence-Based Hiring Method, he's helped countless individuals separate trustworthy advisors from sophisticated salespeople.

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