Bad Advisors: How to Identify Them; How to Avoid Them
Quotes from advisors who have read the book:
Great book! Finally, someone has addressed the problems in the financial services industry and the inherent conflicts of interest with many advisors. It was an easy read and one I believe non-financial professionals will easily understand. I especially like the sections giving the client questions to ask to determine a “bad advisor from a “good advisor”. Ferenc Toth
“The book is an honest and clear assessment of the insurance/ financial services/ advisor industry. I hope this book will make advisors question what they are really trying to do – sell something, or find the correct solutions for their clients.” Brian Sauls
“Roccy forthrightly exposes the warts and weaknesses of the entire financial industry. You’ll confirm some suspicions, but more importantly your eyes will be opened to things you never imagined–good and bad. Chapter 6 especially blew my mind!” Lee Martinson
“Wow Roccy, great book! Thanks for exposing Wall Street and the financial advising industry for their self-serving anti-consumer practices. You have created a must read for every Red Blooded American that is planning for their financial future and for anyone that is already advising people with their money or wants to be an advisor.” Kurt Jackson
Once you read these chapters, you’ll know why Bad Advisors is unlike any book ever written!
For consumers
If you are a non-advisor, reading this book will open your eyes to the fact that most of your past, current, and future advisors are bad advisors. I will give you specific questions to ask your current and future advisors so you can determine in no uncertain terms if they are “good advisors” or “bad advisors.”
While this is self serving, anyone who has any amount of wealth needs to read this book so they can protect their wealth from the bad advice that is being given by the majority of advisors in our country (this is sad but true).
For Advisors
This book is going to be a bitter pill for most advisors. If you are what I call a “bad advisor” the book will confirm this for you. If you are teetering on the edge, my hope is that this book will help you determine how you will go about giving advice to your clients in the future. If you are a “good advisor” this book will confirm that for you and will be a book you will want to give to your clients (so they too will know that they are lucky to be dealing with a “good advisor”).
Bad Advisors: How to Identify Them; How to Avoid Them
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Table of Contents
Bad Advisors
How to Identify Them & How to Avoid Them!
