Monday , 22 October 2018

How to Find a Financial Advisor You Can Trust

According to a recent Vanguard study, the right financial advisor can add up to 3.75% of value to your portfolio but, with 310,000 investment advisors in the United States, how do you find one that is independent and that will serve your interests?

Today’s infographic from VisualCapitalist:

  • covers key points from Tony Robbins’ #1 best selling book Unshakeable: Your Financial Freedom Playbook…[It]
  • dissects the investment advisor landscape to show
    • the value of a relationship with an advisor,
    • the legal distinctions between different advisor types, and
    • how advisors are incentivized [and] ultimately, it
  • gives you the ammo you need to find an investment advisor that will provide you with better service than the rest.

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