Keep The Cherries Throw Away The Pits: Does Your Financial Advisor Know The Difference?

Cherry-picked: tactics to find the financial advisor for your needs

Your basket is full: full of your life’s work, savings, goals, and hopes
for the future. How are you to pick the right advisor to manage these
precious things?
Or perhaps more urgent―is the advisor you already have the right
person for the job?
Reliable information is critical to cherry-pick the right
financial advisor for your needs, and in Keep the
Cherries, Throw Away the Pits, Luciani provides you
with the insight into the financial marketplace to:
• locate a professional you can trust
• avoid pitfalls
• recognize misleading sales practices
• create value by growing and protecting wealth