How to Grade Your Financial Advisor

And Why Most Deserve an "F"

If you've been disappointed with your advisor's performance or your quarterly returns, it's time to uncover the truth. Your advisor may deserve an "F".

Learn this simple test you can give your advisor. If they can’t answer these five fundamental questions, it's a clear sign that they may not have the skills necessary to manage your accounts or prioritize your best interests.

Your Free Guides

Free PDF Guide: How To Find The Best Financial Advisor

This complete guide will show you how to quickly ensure your advisor is putting your financial interests first – not theirs. This guide will show you how to ensure they’re the best one for you.

Free PDF Checklist: Grade Your Advisor Questionnaire

This checklist will help you test your financial advisor with the five fundamental questions from the GRADE YOUR ADVISOR video presentation by Chris Rowe. Test if your advisor can answer all 5 questions correctly.

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