Is Your Financial Advisor Failing You?

Is Your Financial Advisor Failing You?

And How to Tell

by Kevin S. Gallagher, AIF


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Product description...

Most Financial Advisors are just salespeople—here’s how to tell.

To be clear: A competent, true Financial Advisor can have an incredible impact on your household’s finances and how to best manage them. In fact, a truly competent Financial Advisor is often worth the cost. The problem is that the title ‘Financial Advisor’—once reserved for only a select few—has been hijacked by almost anyone who works in the Financial Services Industry. From transaction-based stockbrokers to simple insurance agents, it seems everyone now calls themselves a ‘Financial Advisor’ of some sort. So how then does someone tell the ‘salesperson’ from the truly valuable professional? Well, it’s not in their title; but it is in their actions and how they do what they do for their clients.

This book opens the lid to expose the financial ‘salesperson’ from the true Financial Advisor who is deserving of their title. Simple but important ‘tricks-of-the-trade’ that the salesperson is trained in are fully revealed. Anyone who currently has a ‘Financial Advisor’ or who is thinking of hiring one, should read this book. Unfortunately, most will find that they have already been ‘sold’ by the wolves-in-sheep’s-clothing. But all who read this book will soon be able to quickly and simply identify the true, competent Financial Advisor—worthy of their title, their cost and your trust.

Product details...

Format: 6 x 9 Black & White Paperback, 76 pages
Publisher: Outskirts Press (Jan 10, 2020)
ISBN10: 1977216536
ISBN13: 9781977216533
Genre: BUSINESS & ECONOMICS / Finance / General

Author Information...

Kevin S. Gallagher, AIFFormer multi-million dollar earning Stock Exchange Floor Trader, Kevin S. Gallagher leads his own Wealth Management business outside Washington, DC. In addition to applying his expertise directly to his clients, he also is a national speaker for financial literacy, retirement planning and portfolio management. Kevin is a former United States Marine now living in Maryland with his wife, two children and dog.
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