Helping you to select the right financial advisor to get BETTER FINANCIAL ADVICE
Book 1: AdvisorSmart® for the Individual Investor
Our First AdvisorSmart Book is AdvisorSmart for the Individual Investor
AdvisorSmart for the Individual Investor
Your Guide to Selecting a Financial Advisor to Get Better Financial Advice
- Ranked #1 in Personal Money Management category in the Amazon Kindle Store
- Instant Best Seller in Personal Money Management, Retirement Planning & Wealth Management categories in Amazon Kindle Store sales rankings
Praise for the AdvisorSmart book. Learn What Many Others Are Saying about the Book...: https://advisorsmart.com/book-endorsements
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Learn more at: www.advisorsmartbook.com
Buy the Book:
Buy the hard cover book: Buy the Book on Amazon
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Buy the eBook: Amazon Kindle eBook
Buy the Audiobook: on Audible, iTunes, Amazon, audiobookstore, hoopla, audiobooksnow, and Libro.fm
The Most Critical Decision You'll Make in Investing
"There is no more important decision an investor can make than selecting a financial advisor."
Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. His Amazon review of our first book says it all:
There is no more important decision an investor can make than selecting a financial advisor.
How difficult could this be?
Unfortunately, it's a trap for the unwary. A bad selection (and so many opportunities) can set you back in ways you will never recover. I know. For many years, I represented investors whose advisors gave them terrible advice, resulting in substantial losses.
Think of David Bromelkamp's book, "Advisor Smart for the Individual Investor", as your financial bodyguard. You won't fall for the sleezy tricks of many who seek to "manage" your money, if you follow the sage advice in this book.
Great credit to David for providing investors with the inside skinny of how to select a financial advisor and reap the benefits of qualified, objective, ethical advice.
Book 2: Our Next Book in Process is FeeSmart
FeeSmart for the Individual Investor: How Smart Investors Avoid Overpaying for Financial Advice
FeeSmart for the Individual Investor is a new book in development (expected in Spring 2027) designed to help investors better understand how financial advisors are compensated, what financial advice really costs, and how to evaluate whether the value they receive is worth the fees they pay.
As part of my research, I am interviewing investors who are preparing for retirement to learn how they think about advisor compensation, fees, value, conflicts of interest, and the type of financial advice they want during this important stage of life.
Participate in the FeeSmart Research
If you are a multi-millionaire investor and approaching retirement, I invite you to share your perspective in a brief confidential interview. Your insights will help shape FeeSmart around the real questions and concerns investors face when evaluating financial advice and figuring out how to compensate their financial advisor. .
Schedule a 30 Minute Book Interview here: Schedule Your Time to Talk with AdvisorSmart
Book 3: Our Third Book is Mister Fiduciary™
Mister Fiduciary™: The Fiduciary Obligations of the Professional Financial Advisor
Our third book project, Mister Fiduciary, is currently underway and is designed to help professional financial advisors (who aspire to be great financial advisors) to better understand and fulfill their moral, ethical and legal fiduciary obligations—and use those obligations as a foundation for providing better financial advice.
The book will explore fiduciary duties, conflicts of interest, disclosure, professional judgment, and the practical decisions advisors face when putting clients’ interests first. Through research, interviews, and real-world examples, Mister Fiduciary will challenge advisors to think more deeply about what fiduciary responsibility requires in practice.
Learn more about the Mister Fiduciary project:
www.MisterFiduciary.com
Follow the research and join the conversation:
https://misterfiduciary.com/blog
Book 4: AdvisorSmart® for Nonprofit Leaders
AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Fee-Only Financial Advisor.
Our fourth book project, currently underway, is focused on helping nonprofit leaders, board members, and fiduciaries select the right financial advisor to get better financial advice.
AdvisorSmart for the Nonprofit Organization: Your Guide to Selecting a Financial Advisor to Get Better Financial Advice will explore how nonprofit organizations can identify independent, objective, comprehensive financial advice and use a disciplined Request for Proposal (RFP) process to evaluate and hire the right financial advisor.
Interested in this project? Contact us to learn more or participate in our research.
Online Training Course
