---
title: New eBook! Finding a Better Financial Advisor
description: WrapManager's new E-book! Guide to Finding a Better Financial Advisor - is a must read for investors thinking about hiring a new financial advisor.
image: https://www.letsassemble.com/hs-fs/hub/10700/file-2015737018.png
---

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# New eBook! Finding a Better Financial Advisor

Posted by [ WrapManager's Investment Policy Committee](https://www.letsassemble.com/wealth-management-blog/author/wrapmanagers-investment-policy-committee)  
 November 6, 2014

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[![Finding-a-Better-Financial-Advisor-Ebook-WrapManager](https://www.letsassemble.com/hs-fs/hub/10700/file-2015737018.png?width=215&name=file-2015737018.png)](http://go.wrapmanager.com/your-guide-to-finding-a-better-financial-advisor)How do you know whether your financial advisor has your best interest in mind or is simply doing just enough to fulfill their basic duties?

This is an important question to ask yourself because the security of your future depends on your retirement lifestyle planning, investing, and wealth management strategies. While you take care of the many different aspects of your life, your financial advisor can help look after your future. This is one of the many advantages of hiring a financial advisor.

But not all financial advisors act as fiduciaries, putting your best interest at the forefront of investment decisions. Your retirement plans may not be as safe as you think if you have put your trust in a financial advisor whose motives are unclear or who is incentivized to recommend certain financial products.

Our new eBook, **[Your Guide to Finding a Better Financial Advisor](http://www.wrapmanager.com/your-guide-to-finding-a-better-financial-advisor)**, can help you understand the very important question above: how do I know whether my financial advisor has my best interest in mind? And how can you find a better financial advisor?

In this eBook, you’ll learn about the following topics:

### **Signs You Need a New Financial Advisor**

In most cases, your financial advisor is not someone you talk with every day. In fact, it’s increasingly common to never see your financial advisor in person. So how do you know if they’re doing a good job? How do you know if your goals are being met? This section will help you to know if you need to find a new financial advisor to help you reach your goals.

### **What a Financial Advisor Can Do For You**

Financial advisors can’t prevent hard economic times, but their skills and knowledge can help to navigate and keep you prepared for whatever comes your way. Your financial advisor can look at your financial picture now and help you plan for the future. When you create an investment plan, your financial advisor should ask several detailed questions about the following topics: cash flow needs, family situation, beneficiaries, estate planning and retirement lifestyle planning.

Using this information, your financial advisor can create your comprehensive investment plan and use it as a guide to navigate your investments through the ever-changing markets.

### **How to Evaluate a Financial Advisor**

Financial advisors aren’t all the same. Some people who call themselves financial advisors are selling particular products. These financial advisors don’t and can’t guarantee that they’re putting your interests first.

This eBook will help you to evaluate new possible financial advisors.

### **Financial Advisor Review Checklist**

Our eBook includes a handy checklist to help you as you look for a financial advisor you can trust and depend upon.

### **Finding a Financial Advisor for You**

Finding an excellent financial advisor doesn’t have to be difficult. To learn more about finding a better financial advisor, download our new Financial Advisor eBook, or contact us at (800) 541-7774 to speak with one of our Wealth Managers.

                 

[Retirement Planning](https://www.letsassemble.com/wealth-management-blog/topic/retirement-planning) [Hiring a Financial Advisor](https://www.letsassemble.com/wealth-management-blog/topic/hiring-a-financial-advisor)

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### Most Recently Published

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[![Gabriel Burczyk](http://www.wrapmanager.com/hs-fs/hub/10700/file-2347381761-jpg/Athors_Avatars/Gabe-avatar.jpg "Gabriel Burczyk")](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)

[**Gabriel Burczyk,**](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)  
[Founder & CEO](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)

[![Valerie De Vol](http://www.wrapmanager.com/hs-fs/hub/10700/file-2457588837-jpg/Athors_Avatars/Valerie-De-Vol-avatar.jpg "Valerie De Vol")](http://www.wrapmanager.com/wealth-management-blog/author/valerie-de-vol)

[**Valerie De Vol, **IACCP®  
Chief Operating Officer](http://www.wrapmanager.com/wealth-management-blog/author/valerie-de-vol)

[![Seton-avatar.jpg](http://www.wrapmanager.com/hs-fs/hub/10700/file-2344519198-jpg/Athors_Avatars/Seton-avatar.jpg "Seton-avatar.jpg")](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)

[**Seton McAndrews, **CFP®  
](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)[Vice President - Investments](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)

[![Doug Hutchinson](http://www.wrapmanager.com/hs-fs/hub/10700/file-2347381751-jpg/Athors_Avatars/Doug-avatar.jpg "Doug Hutchinson")](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

**[Doug Hutchinson,](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) **[CFA®  
](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)[Director of Research and Trading](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

![Katie - square.png](https://www.wrapmanager.com/hubfs/Katie%20-%20square.png "Katie - square.png")

[**Katie O'Connor  
**Director of Client Services](https://www.wrapmanager.com/wealth-management-advisors/katie-oconnor)

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Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment, portfolio or money manager referred to within the blog will be suitable for your individual situation and risk tolerance or will be profitable. WrapManager recommends that you retain a financial professional to provide you with specific guidance regarding your financial situation before investing. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.

Although the information included in the WrapManager, Inc. website and blog has been obtained from sources WrapManager believes to be reliable, we do not guarantee its accuracy and information may be subject to change without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction.

Comments made by third parties are subject to moderation by WrapManager and may not appear on this blog until they have been deemed appropriate for posting. Also, due to the volume of comments received, not all comments will be posted.

WrapManager does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party website linked to WrapManager's web site or incorporated within a blog post. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

 

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