Webinar: Seven Questions You Must Ask Your Investment Advisor

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If you are comfortable investing on your own or using a robo-advisor, this message is not for you. But, if you have investment advisor or are considering using one, please sign up for my February 24 (7pm ET) webinar titled:

Seven Questions You Must Ask Your Investment Advisor (and how to get the answers you need!)

It's easy to participate. Just click here to register:

Most advisors are good people. But too many are squeezed between a desire to serve clients and the requirement to produce target revenues and sell their firm's products. Therefore, when you're evaluating a current or prospective advisor, a healthy dose of "caveat emptor" (buyer beware) is called for. You need to determine whether the advisor is a good match for your needs and whether they are likely to put your interests first.

This webinar will provide you with seven important questions to ask and the key to actually getting the answers you need to determine whether the advisor is right for you.

I hope you will join me and other Beat the Bank readers next Wednesday, February 24th at 7pm ET. I look forward to your participation and your questions. Speak to you then!


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