How to Hire (or Fire) Your Financial Advisor

Ten Simple Questions to Guide Decision Making

by Ivan M. Illán CFS



Book Details

Language : English
Publication Date : 9/3/2015

Format : Softcover
Dimensions : 5.5x8.5
Page Count : 130
ISBN : 9781491770184
Format : Hardcover
Dimensions : 5.5x8.5
Page Count : 130
ISBN : 9781491770368
Format : E-Book
Dimensions : N/A
Page Count : 130
ISBN : 9781491770177

About the Book

You’ve worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.

Ivan M. Illán, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.

Once you know what type of responses are best, you’ll be able to

• uncover hidden conflicts of interest;
• determine what motivates an advisor;
• evaluate an advisor’s intelligence; and
• develop a method to evaluate performance.

While there are many benefits to having an expert manage money, it’s essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.

About the Author

Ivan Illán earned degrees in finance and philosophy from Boston College and holds the Certified Fund Specialist (CFS®) designation from the Institute of Business & Finance, and maintains membership in the CFA Institute. He’s the founder of an independent advisory practice that serves high net worth families, and he lives in Los Angeles and New York.