In Your Best Interests: An empowering and protective system of guides and checklists that reduces your vulnerability to high-pressure sales tactics ... when interacting with financial advisors

0 avg rating
( 0 ratings by Goodreads )
 
9781511526456: In Your Best Interests: An empowering and protective system of guides and checklists that reduces your vulnerability to high-pressure sales tactics ... when interacting with financial advisors

With every recommendation, consideration and action, the financial advisor who solicits you for new business, or the advisor you’re already working with, makes a conscious decision between two alternatives: 1) put your needs and interests first, or 2) put their own interests first – often at your expense. Rules and regulations do not guide their decision. It’s guided by personal integrity, or by the absence of this trait. For some financial advisors, their work is their calling. These advisors are guided by a deep rudder called “integrity”. As a matter of course they put the needs and interests of their clients ahead of all other considerations, without trumpeting the fact that they do. In Your Best Interests provides a way for you to confirm that your advisor has these personal attributes. In doing so, it will naturally strengthen the relationship between you and your advisor as you gain further appreciation for the expertise, quality service and stewardship that only a true professional provides. There are other advisors who have a tendency to put their own interests first. They know and exploit the limitations of the rules, and take advantage of your trusting nature and inability to differentiate between the good, the bad, and the ugly. What’s worse, their disarming personality and salesmanship keep you aware and unsuspecting, often for years. You can’t afford this kind of relationship. In Your Best Interests helps you protect your money and your interests by reducing your vulnerability to “bad apples”, inexpert advisors, high-pressure sales tactics, self-serving “advice” and excessive costs. Developed over a seven-year period with contributions from thousands of investing consumers, this ground-breaking system of guides and checklists: 1) helps you confirm that your financial advisor is putting your interests first, and is dealing with you openly, fairly, and with accountability; 2) helps alert you to a financial advisor who is putting their own interests first, and may even be taking advantage of you; 3) helps you avoid the extreme risks to your money and future that can arise from high-pressure sales tactics, self-serving advice, “leap of faith” decisions and blind trust; 4) provides guidance on how to evaluate and select a financial advisor who’s right for your needs, preferences and financial situation; 5) may save you hundreds or even thousands of dollars every year by alerting you to excessive fees and commissions, hidden costs, or poor investment returns. No government agency, regulatory body, investor protection organization, advocacy group or educational program offers this. You can only get it here.

"synopsis" may belong to another edition of this title.

Buy New View Book
List Price: US$ 29.95
US$ 30.07

Convert Currency

Shipping: FREE
From United Kingdom to U.S.A.

Destination, Rates & Speeds

Add to Basket

Top Search Results from the AbeBooks Marketplace

1.

M B Robinson
Published by Createspace, United States (2015)
ISBN 10: 1511526459 ISBN 13: 9781511526456
New Paperback Quantity Available: 10
Print on Demand
Seller:
The Book Depository
(London, United Kingdom)
Rating
[?]

Book Description Createspace, United States, 2015. Paperback. Book Condition: New. Language: English . Brand New Book ***** Print on Demand *****.With every recommendation, consideration and action, the financial advisor who solicits you for new business, or the advisor you re already working with, makes a conscious decision between two alternatives: 1) put your needs and interests first, or 2) put their own interests first - often at your expense. Rules and regulations do not guide their decision. It s guided by personal integrity, or by the absence of this trait. For some financial advisors, their work is their calling. These advisors are guided by a deep rudder called integrity. As a matter of course they put the needs and interests of their clients ahead of all other considerations, without trumpeting the fact that they do. In Your Best Interests provides a way for you to confirm that your advisor has these personal attributes. In doing so, it will naturally strengthen the relationship between you and your advisor as you gain further appreciation for the expertise, quality service and stewardship that only a true professional provides. There are other advisors who have a tendency to put their own interests first. They know and exploit the limitations of the rules, and take advantage of your trusting nature and inability to differentiate between the good, the bad, and the ugly. What s worse, their disarming personality and salesmanship keep you aware and unsuspecting, often for years. You can t afford this kind of relationship. In Your Best Interests helps you protect your money and your interests by reducing your vulnerability to bad apples, inexpert advisors, high-pressure sales tactics, self-serving advice and excessive costs. Developed over a seven-year period with contributions from thousands of investing consumers, this ground-breaking system of guides and checklists: 1) helps you confirm that your financial advisor is putting your interests first, and is dealing with you openly, fairly, and with accountability; 2) helps alert you to a financial advisor who is putting their own interests first, and may even be taking advantage of you; 3) helps you avoid the extreme risks to your money and future that can arise from high-pressure sales tactics, self-serving advice, leap of faith decisions and blind trust; 4) provides guidance on how to evaluate and select a financial advisor who s right for your needs, preferences and financial situation; 5) may save you hundreds or even thousands of dollars every year by alerting you to excessive fees and commissions, hidden costs, or poor investment returns. No government agency, regulatory body, investor protection organization, advocacy group or educational program offers this. You can only get it here. Bookseller Inventory # APC9781511526456

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 30.07
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

2.

Robinson, M. B.
ISBN 10: 1511526459 ISBN 13: 9781511526456
New Quantity Available: > 20
Print on Demand
Seller:
Pbshop
(Wood Dale, IL, U.S.A.)
Rating
[?]

Book Description 2015. PAP. Book Condition: New. New Book.Shipped from US within 10 to 14 business days.THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. Bookseller Inventory # IP-9781511526456

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 26.84
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

3.

M B Robinson
Published by Createspace, United States (2015)
ISBN 10: 1511526459 ISBN 13: 9781511526456
New Paperback Quantity Available: 10
Print on Demand
Seller:
The Book Depository US
(London, United Kingdom)
Rating
[?]

Book Description Createspace, United States, 2015. Paperback. Book Condition: New. Language: English . Brand New Book ***** Print on Demand *****. With every recommendation, consideration and action, the financial advisor who solicits you for new business, or the advisor you re already working with, makes a conscious decision between two alternatives: 1) put your needs and interests first, or 2) put their own interests first - often at your expense. Rules and regulations do not guide their decision. It s guided by personal integrity, or by the absence of this trait. For some financial advisors, their work is their calling. These advisors are guided by a deep rudder called integrity. As a matter of course they put the needs and interests of their clients ahead of all other considerations, without trumpeting the fact that they do. In Your Best Interests provides a way for you to confirm that your advisor has these personal attributes. In doing so, it will naturally strengthen the relationship between you and your advisor as you gain further appreciation for the expertise, quality service and stewardship that only a true professional provides. There are other advisors who have a tendency to put their own interests first. They know and exploit the limitations of the rules, and take advantage of your trusting nature and inability to differentiate between the good, the bad, and the ugly. What s worse, their disarming personality and salesmanship keep you aware and unsuspecting, often for years. You can t afford this kind of relationship. In Your Best Interests helps you protect your money and your interests by reducing your vulnerability to bad apples, inexpert advisors, high-pressure sales tactics, self-serving advice and excessive costs. Developed over a seven-year period with contributions from thousands of investing consumers, this ground-breaking system of guides and checklists: 1) helps you confirm that your financial advisor is putting your interests first, and is dealing with you openly, fairly, and with accountability; 2) helps alert you to a financial advisor who is putting their own interests first, and may even be taking advantage of you; 3) helps you avoid the extreme risks to your money and future that can arise from high-pressure sales tactics, self-serving advice, leap of faith decisions and blind trust; 4) provides guidance on how to evaluate and select a financial advisor who s right for your needs, preferences and financial situation; 5) may save you hundreds or even thousands of dollars every year by alerting you to excessive fees and commissions, hidden costs, or poor investment returns. No government agency, regulatory body, investor protection organization, advocacy group or educational program offers this. You can only get it here. Bookseller Inventory # APC9781511526456

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 30.95
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

4.

Robinson, M. B.
ISBN 10: 1511526459 ISBN 13: 9781511526456
New Quantity Available: > 20
Print on Demand
Seller:
Books2Anywhere
(Fairford, GLOS, United Kingdom)
Rating
[?]

Book Description 2015. PAP. Book Condition: New. New Book. Delivered from our US warehouse in 10 to 14 business days. THIS BOOK IS PRINTED ON DEMAND.Established seller since 2000. Bookseller Inventory # IP-9781511526456

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 26.16
Convert Currency

Add to Basket

Shipping: US$ 11.89
From United Kingdom to U.S.A.
Destination, Rates & Speeds

5.

Robinson, M. B.
Published by CreateSpace Independent Publishing Platform
ISBN 10: 1511526459 ISBN 13: 9781511526456
New PAPERBACK Quantity Available: > 20
Seller:
Russell Books
(Victoria, BC, Canada)
Rating
[?]

Book Description CreateSpace Independent Publishing Platform. PAPERBACK. Book Condition: New. 1511526459 Special order direct from the distributor. Bookseller Inventory # ING9781511526456

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 33.69
Convert Currency

Add to Basket

Shipping: US$ 7.00
From Canada to U.S.A.
Destination, Rates & Speeds