This book is for you, the investor, and what you need to know to select excellent financial advisors and wealth management teams. Your financial future depends on the quality of financial advice you receive and the decisions made by your advisors on your behalf. Wealth Management Teams explores how 14 talented high-level financial industry teams deliver superior levels of advice and service to their clients. Each chapter provides you with information you can use in selecting and evaluating your financial professionals.
Steven Drozdeck is founder and CEO of The Progress Center. He has been involved in the financial services industry sinces 1974. Mr. Drozdeck is author (or co-author) of numerous books and courses, including: "The Trust Equation," "The Mega Producers," and "The Broker's Edge."
Lyn Fisher is president of Financial Forum, Inc, and co-director of Fisher LeBlanc Group. With more than 15 years experience inthe financial services industry, she is co-author of "The Trust Equation," "The Wealth Factor," and co-producer of "The World of Money Management."