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You Deserve Better: What You Should Really Expect From Your Financial Advisor

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by Todd VanDenburg
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You Deserve Better: What You Should Really Expect From Your Financial Advisor by Todd VanDenburg

How can I work so that my clients receive daily attention that results in the best possible chance of securing their long-term needs and goals? How do I ensure I am the financial advisor people refer to as "accessible"? And how do I put the advise back in advising? These are just a few of the questions Todd VanDenburg posed to himself when he first started out over a decade ago in the financial services industry. Based on his own personal experience as an investor who, like many others, experienced some potentially unnecessary losses during the bubble, Todd decided not only to thoroughly study and learn the business of financial services, but to build his business by applying the same standards he would for his mother-were she sitting across the desk from him-for all of his clients. You Deserve Better provides an enlightening look at the type of relationship and level of service we all can and should expect from our financial advisor. The book shows that while becoming accustomed to feeling like a number may be acceptable in some facets of our modern-day lives, the one-size-fits-all policy does not fit when it comes to how we manage our money and plan our retirement. If ever there was a place and a time for individualized attention, it is in our financial advisor's office and it is now-particularly after having seen just how vulnerable our nest eggs can become due to situations completely out of our control. Some of the old adages regarding financial planning no longer hold true, and the experts and analysts will talk until their hair turns blue. You Deserve Better takes an energetic and emphatic look at just how valuable a financial advisor who is truly invested in your lifelong goals can be.

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Ebook Details
Pages: 92
Size: 17.1 MB
Date published:   2014
ISBN: 9780692296561 (DRM-EPUB)

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Nonfiction > Business & Economics > Personal Finance > Money Management

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