Avoiding Bad Advisors
While it’s important for people to seek out and find “good” advisorsto work with, it’s even more important for people to avoid working with what author Roccy DeFrancesco, JD, calls a “bad “advisor.
We see it all the time
When our firm brings on new clients, most of them have used other advisors in the past for one thing or another. When we review what advice clients have been given by other advisors, the majority of the time we know that they have worked with a bad advisor.
Many times the consequences of working with a bad advisor are financially devastating. We want to help people avoid doing just that.
Education opens eyes
Keeping Your Assets Out of Harms Way
The reason bad advisors can make a living is because most people don’t know that they are dealing with a bad advisor.
How to you determine if you are working with a bad advisor?
We are pleased to be able to give away for FREE Attorney DeFrancesco’s book Bad Advisors: How to Identify Them; How to Avoid Them.
Once you read this book you will know if you’ve ever worked with a bad advisor in the past, if you are currently working with a bad advisor, and how to avoid working with one in the future
Giving clients choices is also part of what we do. There may be several options for each client as no one strategy may completely fit.
How It Works?!
We all need a little help from our friends from time to time. Although we offer the one-stop convenience of an integrated range of legal, financial services under one roof, there are occasions when our clients need specialist advice beyond the scope of our own expertise.
It’s all part our commitment to provide Financial Expert clients with a complete support service for every stage of life – in other words, if we can’t give you the answers you’re looking for.
Our goal for each client is to bring all our recourses to bear in an effort to give time-tested solutions for today and beyond.
Our affiliates span the financial landscape. We want to always use client first solutions no matter where we need to turn.
We don’t believe in the sales culture, but instead we believe in the service culture. Our approach is to dig in and get to the core issues.
To receive a copy of the book Bad Advisors, click here or if you prefer to give us a call, please feel free to do so by calling 949.485.2598.