"This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (ISBN: 9780137033652), by Bonnie Kirchner. Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They'll help you narrow down your list of potential candidates, and they might save you a lot of grief down the road"--Resource description page.
Contents
Cover -- Spotting Red Flags: Financial Advisors to Avoid -- The Name and Information Gathering Phase -- During the Meeting -- After the Meeting -- Advisors to Avoid -- Quick Tips.