Cover image for Who's watching your money? : the 17 paladin principles for selecting a financial advisor
Title:
Who's watching your money? : the 17 paladin principles for selecting a financial advisor
Author:
Waymire, Jack.
Personal Author:
Publication Information:
Hoboken, N.J. : Wiley, [2004]

©2004
Physical Description:
xx, 236 pages ; 24 cm
General Note:
Includes index.
Language:
English
ISBN:
9780471476993
Format :
Book

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HG179 .W34 2004 Adult Non-Fiction Non-Fiction Area
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Summary

Summary

Praise for Who′s Watching Your Money?

"The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer."
-Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com

Don′t let blind trust determine your financial future. Read Who′s Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor.

Who′s Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who′s Watching Your Money? outlines "The 17 Paladin Principles." These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future.

Knowledge is power, and after reading Who′s Watching Your Money?, you′ll be empowered to take control of your financial future before you run out of time.


Author Notes

Jack Waymire has spent the past 26 years in the financial services industry working with investors and advisors. For twenty of those years he was the president of public companies that were in the asset management, advisory, and technology businesses


Table of Contents

Prefacep. xi
Introductionp. xv
1 Financial Realitiesp. 1
2 Trustp. 15
3 Service Providersp. 37
4 Conflicts of Interestp. 55
5 Criteriap. 77
6 Due Diligencep. 105
7 Consultantsp. 127
8 Plannersp. 151
9 Financial Representativesp. 167
10 Replacementp. 183
11 Relationshipsp. 199
12 The Paladin Principlesp. 209
Epiloguep. 223
Indexp. 229