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If Your Broker Isn't a True and Honest Partner in Planning ... It's Time to Fire Your Broker

Posted on: Tuesday, 15 September 2009, 06:00 CDT

WASHINGTON, Sept. 15 /PRNewswire/ -- Amidst Bernie Madoff, bank bailouts and ponzi schemes, investors' confidence is at an all time low. So now, more than ever, people need honest and sound financial advice. Fire Your Broker by Kelly Campbell, (www.fireyourbroker.com) provides a practical guide for people who want to be educated about their financial future.

The book highlights the red flags investors should look for to determine if they need to fire their broker, and provides key insights into hiring the right financial advisor.

"Financial planning is not about numbers, it's about life dreams. It's not about a return on investment, it's about accomplishing goals," says Campbell. "Fire Your Broker teaches you what to expect from a financial advisor and how to find a competent, ethical broker."

Campbell says financial advisors should have an intimate idea of their clients' future plans. The relationship between investors and their broker should be personal, and he advises finding a trustworthy financial advisor above all else.

"This is the person who, in many ways, holds the keys to your future. Finding a broker you can trust is invaluable," says Campbell. "After reading Fire Your Broker, you will have the tools you need to determine if your broker is a good, honest financial advisor or if they need to be fired."

Fire Your Broker details questions brokers should be asking potential clients and questions clients should be asking their financial advisors. Campbell gives insight into ways to evaluate a current broker, determine a potential broker's qualifications, avoid the Bernie Madoff's of the world, and achieve a balance in life and in investment.

About Kelly Campbell

Kelly Campbell, a Certified Financial Planner(R), combines his personal passion for seeing clients live out their dreams with nearly two decades of experience as a Financial Planner. Kelly is a well known and highly regarded expert who provides comprehensive individual financial planning, retirement planning, cash flow analysis, asset allocation, money manager strategies, tax review, estate planning and more in his day job running a successful financial management company for more than 18 years.

SOURCE Kelly Campbell

Source: PR Newswire

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