During last week’s call about annuities, I was challenged about some of the advice I gave… by what turns out to be an annuity salesman!
This reminded me of how often we get calls from folks (one right after last week’s call) who were the recipients of what can only be described as horrible advice.
Inevitably, they made at least 1 of 7 mistakes when they ‘hired’ their financial advisor. I’ll be revealing what those mistakes are…and 7 questions to ask before you hire a financial advisor.
This is the topic of next week’s (Tues June 15th, 2010) ‘Coffee Talk’ call. The information is Free, with no obligation on your part.
If you already have a financial advisor, these are great questions to ask them too!
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
(It’s OK if you Forward this to a few of your friends and business associates. They might find the call interesting and helpful too)!
Hope to ‘See’ you Tomorrow!
Brian Fricke, CFP
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 -Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
Email: bfricke@fmcretire.com
Web: www.brianfricke.com
Facebook: Facebook.com/Brian.L.Fricke
Twitter: Twitter.com/BrianFrickeCFP
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Bonus: when you do, I’ll send you a signed copy of my book Worry Free Retirement, also at NO CHARGE!
***Listen To Last Week’s Call***
If you missed Last Week’s Call Warning: Dirty Little Secrets Annuity Companies Hope You Never Find Out About!!! The digital Audio can be found here or you can Click on the link below to listen to the audio.
http://www.brianfricke.com/conference-calls
Tags: brian Fricke, certified financial planner, finance, financial advisor, Financial Management Concepts, financial planner, Financial planning, retirement, retirement planning, wealth management
