Confessions of a Financial Planner
How to Get Great Advice & Avoid Financial Scams
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In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner. He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David's practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen m...
In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner. He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David's practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?
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