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BOOK OVERVIEW

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.

 

 

 

 

 


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AUTHOR BIO

authorIvan Illán holds 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 is the founder of an independent advisory practice that serves high net worth families, and he lives in Los Angeles and New York.

 

 

 

 


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

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.

 


CONTACT THE AUTHOR





 

Book Excerpt


BUY THE BOOK

bookThis guidebook to judging financial advisors provides ten key questions that will help you find the best person to look out for your interests.

ISBN 13 (SOFT): 9781491770184
ISBN 13 (HARD): 9781491770368
ISBN 13 (eBook): 9781491770177

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