M B Robinson

In Your Best Interests: an Empowering and Protective System of Guides and Checklists That Reduces Your Vulnerability to High-pressure Sales Ta M B Robinson

Publisher Marketing: The intent and competency of your investment professional can have a tremendous impact on your financial well-being and your future. You can't afford to get into - or stay in - the wrong relationship. The consequences could be life-altering. To protect your interests when dealing with investment professionals, you need to know who you're working with, know their intentions, and know what you're getting into. Developed over a seven-year period with contributions from 100,000 investing consumers, AdvisorCheck 360 provides an empowering and protective system of guides and checklists you use when you enter the real world of financial services to interact with investment professionals whose interests may conflict with yours. AdvisorCheck 360 helps you: 1) Confirm whether the investment professional is putting you first, and is dealing with you openly, fairly, and with accountability, 2) Identify and avoid investment professionals who may take advantage of you, or try to promote their own interests at your expense, 3) Avoid the extreme risks to your money and future that can arise from high-pressure sales tactics, "leap of faith" decisions and blind trust, and 4) Potentially save hundreds or even thousands of dollars every year by alerting you to excessive fees and commissions, hidden costs, or poor investment returns. You don't need to be a financial whiz kid to use AdvisorCheck 360 with investment professionals. All you need are a few good questions, and guides that show you what a good answer should look like. AdvisorCheck 360 provides both. It's that easy. There's nothing to study, no heavy concepts to grasp, no terms to memorize, and nothing to make you uncomfortable. No government agency, regulatory body, investor protection organization, advocacy group or educational program offers this. You can only get it here.