This book aims to make you a more skillful, educated, & adept financial services client for all your investment, insurance, and financial planning requirements and make you a more informed decision-maker about investments, insurance, financial planning, and estate planning.
The author practiced as a financial advisor, as an MBA, Chartered Financial Analyst [CFA], Certified Financial Planner [CFP], and investment and insurance licensed Financial Advisor for Merrill Lynch, Guardian Life Insurance, and Woodbury. He spent twelve years as a Financial Advisor, primarily as a portfolio manager for retirement/investment account clients while earning above average returns every year, because of his superior risk management.
Brent purchased over $55 million worth of financial products, primarily stocks and bonds, and performed exceptionally well for his clients. This book reveals his thinking and practices, so you can earn superior returns also. Much of that depends on your advisor, their training and firm, your relationship with the advisor and the firm, and whether your advisor is accountable for their results.
This book aspires to help you hold your advisor accountable, earn above average returns, and avoid conflicts with advisory firms and advisors. The author found when there is a mature relationship and transparency between advisors and investors, the relationship is much more fruitful for both parties.
This book offers the author's experience and advice, what he learned about firms, advisors, products, and clients. This book can make you a more informed, aware investor and purchaser of financial services and help you understand who is best qualified to offer which products. And also, it will set your expectations in what you should expect from an advisor who manages or oversees your investments.
