Protect Yourself and Read the ADV

It’s easy to think, All financial advisors are the same, but when you’re looking for a new advisor, there is a document you need to look at before you trust someone with your hard earned money. In today’s episode, Paul and his team talk about why you should look over and request every firm’s Form ADV. Do you want to know if a firm has a conflict of interest? Do you want to know if the firm has gone bankrupt? Are you interested in their investment philosophy? It’s all in the Form ADV. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.