Finding a Trustworthy Financial Advisor by Adam Hagerman

Finding a Trustworthy Financial Advisor

Drastically narrow your search and find someone you can trust.
Wouldn't it be amazing if every trustworthy financial advisor had to wear a red and white hat to identify themselves to you? Wouldn't that make selecting one much easier?

Well, unfortunately, there's no secret society where all of the trustworthy financial advisors meet and put on identifying hats or get secret tattoos.

But if I told you that I could drastically narrow your search for a financial advisor and help you select someone you can actually trust with your hard-earned money you'd be interested, right?

Let's have a quick chat...

Are you here for any of these reasons?

  • You have no idea if you actually need a financial advisor. When's the best time to get one? How much money should you have? What questions should you be asking yourself? Is there a less-expensive option to a full-fledged financial advisor?

  • You're struggling to find out how much you should be saving for retirement. Should you be saving 15% of your income? Do you need to have $1 million to retire comfortably? Where should you be investing the money?

  • You've heard some bad things about financial advisors. Should you find someone that's a fiduciary? What's a fiduciary? How do you know if a financial advisor's out to take your money? How do you spot a scam?

  • You don't know how someone becomes a financial advisor. Do they need to have a special degree? Do they need to pass a specific test? Can every financial advisor do the same thing?

  • You don't know the first place to start researching financial advisors. What's the best website to perform a search? Should you look for someone with a specific financial designation? Should you take recommendations from family and friends? Where can you find complaints against financial advisors?

  • You're concerned about how financial advisors make money. How do these fees affect your balances over time? Do all financial advisors make commissions? How much money do they actually make? Is there a compensation method that's best?

  • You're intimidated at the thought of interviewing financial advisors. How do you know if they're lying? What questions should you ask them? How many financial advisors should you interview? How do you go about making the final decision?

Did you audibly should out, "That's me!"? Well, you're in the right spot.

Did you know that a 1.5% annual fee paid to a financial advisor could end up reducing your account balance BY ALMOST $200,000 over a 25-year time period if you're investing $1,000 a month?

Drastically Reduce This Cost Now!

So, What Do You Get?

Almost four hours of instructional videos with step-by-step guidance on how to find a financial advisor you can trust. 

An unbiased CERTIFIED FINANCIAL PLANNER™ professional eager to help you find a financial advisor you can trust. He's unbiased because he doesn't want you as a client.

Access to a private message board where you can ask questions and share experiences with others that are on the same quest as you.

Full access to the class 24 hours a day, 7 days a week, 365 days a year. You'll also get all future updates at no extra cost!

A highly-detailed, printable worksheet to help you gather the information needed to select and interview a trustworthy financial advisor.

Access to the affiliate program where you can earn a 50% commission on sales of the course to your family, friends, and even strangers. Now that will certainly help you save more for retirement!

What's Included?

Video Icon 41 videos

Course Breakdown

Section 1 - Why You May Need a Financial Advisor
Is Your Financial Foundation In Place?
10 mins
Reasons Why You May Want to Work With a Financial Advisor
8 mins
Do You Know The Answers to These Four Questions?
7 mins
Don't Let The Fear of Not Knowing What You Need to Save For Retirement Prevent You From Saving Money
6 mins
Section 2 - Why Some Financial Advisors Get a Bad Wrap
Me, Me, Me, Me, Me
7 mins
The Fiduciary Rule vs. The Suitability Rule
3 mins
How The Suitability Rule Can Cost You Big Bucks
5 mins
Financial Scams
3 mins
Section 3 - The Financial Advisory World
What Does One Need to Do to Become a Financial Advisor?
4 mins
Becoming an Insurance Agent
4 mins
Becoming a Registered Representative
6 mins
Becoming a Registered Investment Advisor
6 mins
Section 4 - Researching Financial Advisors
Websites to Search For Financial Advisors and Getting Referrals
11 mins
What Are Their Qualifications?
6 mins
Do They Have Any Professional Designations?
7 mins
Ethics
5 mins
Think They Will Pitch You Products?
5 mins
What's Their Target Niche?
5 mins
Section 5 - How Financial Advisors Make Money
Commissions
12 mins
Should You Work With a Financial Advisor That Earns Commissions?
3 mins
Fee-Based
5 mins
Should You Work With a Fee-Based Financial Advisor?
3 mins
Fee-Only
13 mins
Should You Work With a Fee-Only Financial Advisor?
4 mins
Which Compensation Method Is Best For You?
4 mins
How Advisory Fees Can Affect Your Balances Over Time
7 mins
Section 6 - The Initial Meeting
Preparing to Meet With Financial Advisors
3 mins
First Impressions
5 mins
Questions to Ask During The Initial Meeting (Part 1)
5 mins
Questions to Ask During The Initial Meeting (Part 2)
9 mins
Questions to Ask During The Initial Meeting (Part 3)
8 mins
The Big Decision
5 mins
Bonus Section!
Is Your Advisor Keeping Their Promise?
6 mins
When You May Only Need a Robo-Advisor
10 mins
Benefits of Using a Virtual Financial Advisor
10 mins
Searching For a Financial Planner on GarrettPlanningNetwork.org
7 mins
Searching For a Financial Advisor on NAPFA.org
7 mins
Searching For a Financial Planner on LetsMakeAPlan.org
5 mins
Searching For a Financial Advisor on XYPlanningNetwork.com
5 mins
Using the FINRA Website to Research Financial Advisors
8 mins
Using the SEC Website to Research Financial Advisors
6 mins

What Others Are Saying

"What started out as a financial health check prior to many big life events ended up as an incredibly valuable financial education that helped position my family for financial success. We have been able to financially plan a wedding, buy a home, and plan for a growing family in the future, all because of Adam." 
- Dan
"We had just moved in together and wanted a way to split the bills, save for vacations and a house, and still have money for personal use. Adam gave us great suggestions that allowed us to do all of this. Now, we even save enough money to go on multiple vacations a year! Adam is trustworthy and understanding and his guidance has been of great benefit for us."
- Giancarlo & Shaun
"Adam is extremely knowledgeable in his field and is able to break down his concepts in an easy to follow way for your progression and success. He truly listens to what I need to say, pinpoints my areas of improvement and sets me on the right track. You will not be disappointed. You'll only question why you didn't commit sooner!"  
- Nathanael
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