5 Steps for Selecting the Best Financial Advisor

How the Internet Has Changed the Game for Investors and Financial Advisors

By: Jack Waymire, Jonathan Dash

Narrated by: Michael Butler Murray

Length: 3 hrs and 18 mins

Publisher's summary

Your financial future requires more than just good luck, it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That's because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection.

After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They recorded this guide to level the playing field between Wall Street and Main Street.

This guide tells you how the Internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor.

5 Steps for Selecting the Best Financial Advisor helps you use the Internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don't have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this guide.

©2018 Jack Waymire and Jonathan Dash (P)2018 Jack Waymire and Jonathan Dash

Easy to understand and gets to the point

I'm always worried about opening a financial book because they tend to be long and dry. I don't want to spend a month trying to get through it (this only took me 3 days to finish). 5 Steps is written in plain English and gives a quick history on the financial industry (Bernie Madoff, Wall Street, all that). Then it talks about how the internet made things easier since a few keystrokes on the right website can tell you 99% of what you need to know about a company before ever talking to a salesperson.

I found 5 steps to be simply written for people like me who don't know much about retirement planners. The book gives some specific websites you can go to where you can see if an advisor has ever been sued. It also gives you specific questions to ask when you're interviewing someone.

It really helped me to cross companies off my list and find a few solid options!

Priceless information

This book will blow conventional knowledge out of the water.
Easy read all 3 times.

Great read

This is a terrific book for anyone looking to choose a financial advisor. It offers a step by step process for selecting a quality advisor to work with. What questions should you ask? Which websites should you conduct your research process on? What should you look for and what should you watch out for? Highly recommended.

Waste of money

I would like to get a refund on my time and money!!!!!! Complete waste of time