Choosing the Right Advisor
Public
2 members
Free
You don't need to be a financial expert to find the perfect financial advisor using the Trusted Advisor Roadmap. This proven system empowers you to confidently hire an advisor who truly understands and meets your unique needs, eliminating the guesswork, stress, and risk of making the wrong choice.
What's included:
- Evidence-Based Selection System ($2,997 Value): Evaluate & select qualified advisors aligned with your goals. Identify red flags.
- Professional Interview Framework ($1,997 Value): Ask the right questions & assess potential advisors objectively.
- Fee Analysis & Negotiation System ($1,997 Value): Understand, analyze, & negotiate advisor fees for the best value.
- Performance Accountability Framework ($1,997 Value): Track advisor performance & ensure they meet your objectives.
- Weekly Q&A with Paul Powell (Priceless): Personalized guidance from a retired Top 300 Advisor.
Total Value - $8,900+
The Cost: 100% FREE
We are offering this at no-cost to get your feedback. This is a LIMITED offer.
skool.com/trusted-advisor-roadmap-7267
Learn how to confidently find, vet, and hire the perfect financial advisor, even if you're not a financial expert, with our proven system.
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