
5 Steps for Selecting the Best Financial Advisor
How the Internet Has Changed the Game for Investors and Financial Advisors
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Narrated by:
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Michael Butler Murray
Your financial future requires more than just good luck, it takes the specialized expertise of a competent, ethical advisor who can help you achieve your financial goals. Your first step on this road to success is selecting the right financial advisor. This may sound like an easy task, but it is fraught with risk. That's because there are great advisors you should select and bad advisors you should avoid. You have to know the difference to make the right selection.
After decades in the financial service industry, Jack Waymire and Jonathan Dash have seen countless investors make the wrong advisor choices that were based on slick sales pitches instead of advisor characteristics that really matter. They recorded this guide to level the playing field between Wall Street and Main Street.
This guide tells you how the Internet is a game changer. It gives you access to vast amounts of public data. You just have to know where to look, what to look for, and the relative importance of the information that you find. This is your foundation for selecting the right advisor.
5 Steps for Selecting the Best Financial Advisor helps you use the Internet to find, research, contact, interview, and select the financial advisor with the best qualifications. You don't have to be a due-diligence expert. All you need is the patience and discipline to follow the steps in this guide.
©2018 Jack Waymire and Jonathan Dash (P)2018 Jack Waymire and Jonathan DashListeners also enjoyed...




















I found 5 steps to be simply written for people like me who don't know much about retirement planners. The book gives some specific websites you can go to where you can see if an advisor has ever been sued. It also gives you specific questions to ask when you're interviewing someone.
It really helped me to cross companies off my list and find a few solid options!
Easy to understand and gets to the point
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Easy read all 3 times.
Priceless information
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Great read
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Waste of money
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