Helping investors select financial advisors to get BETTER FINANCIAL ADVICE
AdvisorSmart® for the Individual Investor
AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better
David Bromelkamp's new book is coming early 2025.
AdvisorSmart for the Individual Investor: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice
- Part 1: Sources of Financial Advice - learn the various types of financial advice and specific sources of financial advice to avoid
- Part 2: The Hunt for Good Advice - learn the sources and characteristics of independent, objective, comprehensive, disciplined financial advice
- Part 3: Searching for the Right Financial Advisor - learn how to find the right financial advisor for your personal situation
- Part 4: Select and Hire a Financial Advisor (and Firm) - learn how to ask the appropriate interview questions to select a financial advisor and financial advisory firm that fits your needs
Learn more at: www.advisorsmartbook.com
Praise for the AdvisorSmart Book
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AdvisorSmart® for Nonprofit Leaders
AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Fee-Only Financial Advisor.
David Bromelkamp is working on a second book that is expected to be released in 2026.
The working title is:
AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Fee-Only Financial Advisor
- Part 1: Sources of Financial Advice - learn the various types of financial advice and specific sources of financial advice to avoid
- Part 2: The Hunt for Good Advice - learn the sources and characteristics of independent, objective, comprehensive, disciplined financial advice
- Part 3: Searching for the Right Financial Advisor - learn how to find and hire the right financial advisor for your organization with an extensive section on the use of a disciplined Request for Proposal (RFP) process to retain a financial advisor
Please contact us today if you want to learn more about this project.
Books for the AdvisorSmart® Investor
AdvisorSmart® Recommended Book Reading List
We have created a list of recommended books that you might find interesting if you want to read more about the following subjects:
1. The Wall Street Charlatans
2. Finding a Financial Advisor
3. Evidence-Based Investing