Are you sure your advisor is right for you?


It's okay if you don't understand everything about money and investments. This stuff isn't taught in school.

Most busy doctors, dentists and entrepreneurs rely on professionals and advisors for help. But how can you tell if your advisor has the tools and experience to manage your complicated situation?

If you want to make sure you're getting the right help with your money, you need to ask these straightforward questions to the people who are managing your investments.

Who this is for:

  • Doctors

  • Dentists

  • Entrepreneurs building personal wealth


In this eBook you will get:

  • The 7 most important questions to ask your advisor

  • My answers to those questions

  • Other questions you might hear from advisors

You can decide what answers you like better.

Want a preview? Here are the 7 questions:

  1. Who is your boss?

  2. Do you have to put my interests above your own?

  3. Do you have access to all investments, or just some?

  4. Do you work with clients like me?

  5. How do you get paid?

  6. How do you make investment decisions?

  7. What services do you provide in addition to managing investments?

To get the full answers, drop your information in the box below and I'll send you the eBook.

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