bad-advisors

For consumers
If you are a non-advisor, reading this book will open your eyes to the fact that most of your past, current, and future advisors are bad advisors. I will give you specific questions to ask your current and future advisors so you can determine in no uncertain terms if they are “good advisors” or “bad advisors.”

While this is self serving, anyone who has any amount of wealth needs to read this book so they can protect their wealth from the bad advice that is being given by the majority of advisors in our country (this is sad but true).

For Advisors

This book is going to be a bitter pill for most advisors. If you are what I call a “bad advisor” the book will confirm this for you. If you are teetering on the edge, my hope is that this book will help you determine how you will go about giving advice to your clients in the future. If you are a “good advisor” this book will confirm that for you and will be a book you will want to give to your clients (so they too will know that they are lucky to be dealing with a “good advisor”).

Bad Advisors: How to Identify Them; How to Avoid Them
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Chapter 1

Everyone’s Worst Nightmare ………………………………………………..24
-80-year old widow with assets of less than $1 million …..24
-Middle class 67-year old who retired in 2007 ………………26
-65-year old multi-millionaire……………………………………..27
-Middle class 45-year old ……………………………………………31
-30-year old who just got married ………………………………..36

Chapter 2

Insurance Marketing Organizations (IMOs) …………………………….37
-What is a General Agent (GA)? …………………………………37
-What is an IMO?………………………………………………………39
-Why most IMOs are NOT good for the industry or
consumers ………………………………………………………………………….42
-Some IMOs are owned by insurance companies! …………45
-Questions to ask insurance agents to determine if
they are “bad advisors” …………………………………………………………50
AND MORE…
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