How To Select A Financial Advisor:
The Least You Should Know
By Edward P. Mahaffy, MBA, CFP®, ChFC®
Who wouldn’t want to be guided by someone who places their clients’ interests first and foremost? Ed Mahaffy's quest to build a business for his clients led to him writing How to Select a Financial Advisor: The Least You Should Know.
Differentiating among the many types of financial advisors is difficult. What should you be looking for in a financial advisor? How can you find an advisor who will work in your best interests? Ed teaches you how to find the right advisor for you.

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Questions You Need to Be Asking
If you can’t answer these basic questions about your investments, then you probably need assistance. If you have a financial advisor, and he can’t (or won’t) answer these questions, then you need another advisor:
- What investments do you own?
- Why do you own those investments?
- What is the true cost of ownership of those investments?
- Does your financial advisor have a legal obligation to always act in your best interests?
- What is your true cost of receiving financial advice?
- What are your alternatives for investment products? What are their costs?
Learn how to take control of your investments, your financial future, and your relationship with your financial advisor with How To Select A Financial Advisor: The Least You Should Know.
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These statements were not made by clients and do not guarantee future performance or success. Compensation was not exchanged for these endorsements.
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