DEBORAH G. NASON, FINANCIAL JOURNALIST
Demystifying the financial advice industry for everyday people
View table of contents here.
Do you need financial guidance but don't know where to look or whom to trust?
There are many competent professionals out there, but the advising industry can be difficult to navigate.
This 91-page reference guide gives an insider's look at why to use / how to choose an advisor, what to expect when you sign up, and an overview of the industry.
Individual investors, advisors, staff, prospective clients, and finance students will all benefit from the information within.
A 21-page consumer guide with essential insights excerpted from the full reference guide. Topics include: why work with advisors, how they charge,
are they worth their cost,
who is an advisor, how they help you, basic questions, specializations dimensions
of fit, red flags, and what to expect.
To purchase or inquire
about bulk pricing, e-mail: firstname.lastname@example.org
“Great book! Wall Street has made it very confusing for investors to determine who by law must act in their clients' best interest and understand all the inherent conflicts of interests. By reading this book you will know what questions to ask.”
~ Douglas Kobak, CFP®, Principal, Main Line Group Wealth Management, LLC
“This very useful resource contains a large amount of information (such as advisor specialties and types of compensation) that would be difficult for most people to find anywhere, let alone all in one well-written book. It is a must read for anyone considering working with a financial advisor.”
~ Herb White, CFP®, MBA, AIF, President, Life Certain Wealth Strategies, LLC
“Investors often think advisors are the same…the same focus, training, skill sets etc. Investors often don’t have the vocabulary or experience to discern the differences. Deborah Nason guides the reader through a process of matching investor needs with advisor competencies and services. She exposes the reader to many different types of advisors so prospects can gain virtual experience before interviewing their prospective advisors in the real world.”
~ Kathleen Roth, CFP®, CeFT®, Partner, Waterstone Financial Services
Deborah Nason is a seasoned financial journalist specializing in the financial advising industry. Her carefully researched book is filled with information for consumers wanting to dig into the nuts and bolts of how to choose the right financial advisor.”
~ Rick Kahler, MSFP, ChFC®, CFP®, Owner, Kahler Financial Group
About the author
Deborah Nason is a freelance business journalist who has covered the investment industry for InvestmentNews since 2005 and CNBC.com since 2013. She has been awarded the Investment Foundations™ certificate from the CFA Institute. Her writings can be seen at www.c4sb.com and www.cnbc.com/deborah-nason
Early in her career, Ms. Nason was contributing editor and lead writer for the Blue Ridge Business Journal in Roanoke, Virginia, as well as a contributor to both statewide and national publications. She has owned several small businesses and holds an M.A. in Management and Human Resource Development.
She serves on the board of the NY chapter of the American Society of Business Publication Editors, and is an adjunct professor with Post University in Waterbury, Conn., teaching classes in business communications and personal finance.
She can be reached at:
Find the Right Financial Advisor
P.O. Box 1804
Englewood Cliffs, NJ 07632