Selecting an Advisor
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Advisor Due Diligence Report: Finding Your Fiduciary Financial Advisor
Created: February 24, 2015
Categories: Advisor Role/Value, General Audience, Report, Selecting an Advisor
Description: This 7-page report compiles key messages from the recent "Advisor Due Diligence" series in a three-part report to help investors choose a fitting, fiduciary advisor. Part 1 describes the broad financial environment and the importance of the fiduciary relationship. Part 2 covers additional qualities to seek and Part 3 offers tips on how to review an advisor's credentials. Share the report as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. Apply it as a script for a video series.
Advisor Due Diligence Series #3: Finding Right-Fitting Advice
Created: February 15, 2015
Categories: Advisor Role/Value, Article, General Audience, Selecting an Advisor
Description: This 1,250-word piece is part three of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 3 wraps up the discussion on fiduciary advice and offers additional qualities to seek in an advisor.
Advisor Due Diligence Series #2: First There is Fiduciary
Created: January 27, 2015
Categories: Advisor Role/Value, Article, General Audience, Selecting an Advisor
Description: This 1,000-word piece is part two of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 2 compares suitable to fiduciary advice and explains why and how the differences matter.
Advisor Due Diligence Series #1: How Do You Know?
Created: December 19, 2014
Categories: Advisor Role/Value, Article, General Audience, Selecting an Advisor
Description: This 700-word piece is part one of a three-part series for stepping investors through the due diligence they should take in selecting or retaining a financial advisor that is a good fit for them. Part 1 covers ways to research an advisor's profile. In upcoming parts, we'll explore the desirable traits of fiduciary, fee-only (and under limited circumstances, fee-based), evidence-based RIA firms as well as other qualities and warning flags to look for.