Helping investors Learn How to find objective Fee-Only financial advice
We provide a one page AdvisorSmart® Financial Advisor Type Report that uses government records to determine if your financial advisor is licensed as a securities broker to sell investment and/or insurance products. This one time AdvisorSmart® evaluation could help you to avoid being taken advantage of by financial advisors with incentives to sell investment products.
AdvisorSmart® is passionate about objective, fee-only financial advice and we are available to speak at your event to educate and entertain your audience about the growing field of fee-only financial advisors.
Potential AdvisorSmart® public presentation topics:
At AdvisorSmart® we use government records and other information sources to research financial advisors and to clarify their work history and current licensing.
To help you to identify, find and select an objective, fee-only financial advisor, we will access and research public Government records to identify the financial advisor type (broker, fee-only, hybrid, etc.) and also to clarify the current legal registration of the financial advisor. In addition, we will provide insights on the potential conflicts of interest that may exist when working with this type of financial advisor. Our report will include the AdvisorSmart® Objectivity Score to provide you with a quantifiable assessment of the objectivity of the financial advisor. Deliverable to you is a one page AdvisorSmart® report delivered electronically to your email address.
At AdvisorSmart®, we provide public presentations on the value of objective, fee-only financial advice. All AdvisorSmart® presentations are geared to be both educational and entertaining and are always tailored to meet the specific learning needs of your audience.
We tailor our presentations to deliver a personalized presentation that will both educate and entertain your audience.
All AdvisorSmart® public presentations are delivered by a veteran financial advisor with over three decades of experience working with both individual and institutional investors.
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