How to Choose a Trustworthy Financial Advisor - Adam Hagerman, CFP®

Finding a Trustworthy Financial Advisor

The course that could literally save you tens of thousands of dollars and drastically narrow your search for a financial advisor.

Wouldn't it be amazing if every trustworthy financial advisor had to wear a red and white hat to identify themselves to you? Wouldn't that make selecting one much easier?

Well, unfortunately, there's no secret society where all of the trustworthy financial advisors meet and put on identifying hats or get secret tattoos.

But if I told you that I could drastically narrow your search for a financial advisor and help you select someone you can actually trust with your hard-earned money you'd be interested, right?

Let's have a quick chat...

Are you here for any of these reasons?

  • You have no idea if you actually need a financial advisor. When's the best time to get one? How much money should you have? What questions should you be asking yourself? Is there a less-expensive option to a full-fledged financial advisor?

  • You're struggling to find out how much you should be saving for retirement. Should you be saving 15% of your income? Do you need to have $1 million to retire comfortably? Where should you be investing the money?

  • You've heard some bad things about financial advisors. Should you find someone that's a fiduciary? What's a fiduciary? How do you know if a financial advisor's out to take your money? How do you spot a scam?

  • You don't know how someone becomes a financial advisor. Do they need to have a special degree? Do they need to pass a specific test? Can every financial advisor do the same thing?

  • You don't know the first place to start researching financial advisors. What's the best website to perform a search? Should you look for someone with a specific financial designation? Should you take recommendations from family and friends? Where can you find complaints against financial advisors?

  • You're concerned about how financial advisors make money. How do these fees affect your balances over time? Do all financial advisors make commissions? How much money do they actually make? Is there a compensation method that's best?

  • You're intimidated at the thought of interviewing financial advisors. How do you know if they're lying? What questions should you ask them? How many financial advisors should you interview? How do you go about making the final decision?

Did you audibly should out, "That's me!"? Well, you're in the right spot.

Did you know that a 1.5% annual fee paid to a financial advisor could end up reducing your account balance BY ALMOST $200,000 over a 25-year time period if you're investing $1,000 a month?

So What Do You Get?

Almost four hours of instructional videos with step-by-step guidance on how to find a financial advisor you can trust. Each lesson also contains the transcription of the video if you'd prefer the text. If you'd prefer text, I've got you covered. All videos are transcribed and the full text is included in each lesson.

A highly-detailed, printable worksheet to help you gather the information needed to select and interview a trustworthy financial advisor.

An unbiased CERTIFIED FINANCIAL PLANNER™ professional eager to help you find a financial advisor you can trust. He's unbiased because he doesn't want you as a client.

Access to a private Facebook group where you can ask questions and share experiences with others that are on the same quest as you.

Full access to the class 24 hours a day, 7 days a week, 365 days a year. You'll also get all future updates at no extra cost!

Access to the affiliate program where you can earn a 25% commission on sales of the course to your family, friends, and even strangers. Now that will certainly help you save more for retirement!

What Others Are Saying

"What started out as a financial health check prior to many big life events ended up as an incredibly valuable financial education that helped position my family for financial success. We have been able to financially plan a wedding, buy a home, and plan for a growing family in the future, all because of Adam." 

- Dan W.

"Adam is extremely knowledgeable in his field and is able to break down his concepts in an easy to follow way for your progression and success. He truly listens to what I need to say, pinpoints my areas of improvement and sets me on the right track. You will not be disappointed."  

- Nathanael R.

"Our relationship with money is one of the toughest, and most important relationships in our lives. Adam helps you navigate those waters with sensitivity and confidence, giving you an actionable roadmap for your future."  

- Shonali and John B.

Course Breakdown

Section 1: Why You Need a Financial Advisor

How can an advisor help you achieve financial freedom? In this section, we'll discuss the many reasons you need the services of a financial advisor. We'll even discuss why you may NOT need one, at least not right now.

Section 2: Why Some Financial Advisors Get a Bad Wrap

When you think about a typical financial advisor, what do you picture? Do you picture a car salesman like many others? In this section, we'll discuss why the financial advisory world sometimes gets a bad wrap and how you can make sure you avoid the issues that have plagued others.

Section 3: The Financial Advisory World 

How does one become a financial advisor? Is it easy or complicated? In this section, we'll discuss the educational background and licenses needed to become a financial advisor in today's world. The truth may surprise you.

Section 4: Researching Financial Advisors

Discover detailed websites to search for financial advisors in your area. We'll also discuss what to look for in your search. What qualifications should a financial advisor have? Which financial designations are important? Do they work with people just like you or do they take just about anyone?

Section 5: How Financial Advisors Make Money 

One of the scariest topics in your search for a financial advisor will be how they're compensated. In this section, you'll learn about how some financial advisors earn commissions. You'll also find out the many other ways financial advisors can be compensated.

Section 6: The Initial Meeting

Once you've narrowed your search down to a few financial advisors, you need to interview each one to determine which one you want to work with. In this section, you'll learn about the questions you should be asking and the answers you should be hearing.

Hi There!

My name is Adam Hagerman and I'm a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Financial Counselor® dedicated to helping people just like you, achieve financial freedom. As a full-time financial coach, I talk to individuals and families about their finances day in and day out. I'm a financial professional that tells you like it is and doesn't try to sell you expensive products. I'm only dedicated to you and I want to make sure you have the knowledge needed to achieve financial freedom.  

Want to know what makes me the perfect instructor for this course? First, I've been there before. I worked in administrative roles for several financial planning firms that in my opinion, took advantage of their clients. They put them all in the same box which is wrong. Second, I don't want you as a client. You might be thinking, "Well he's just doing this course so I want to leave my financial advisor and work with him." Nope. That's not it at all. I don't have my own financial planning firm and I don't want one. I just want to make sure you're not getting ripped off. 

Do You Like Bonuses?

Well of course you do. Everyone likes bonuses! 

If you enroll today, you get these additional lessons at no cost.

Bonus #1 - Is Your Advisor Keeping Their Promise?

After you choose your financial advisor, you need to make sure they follow through on their promises. Are they doing what's in your best interest? Is there a lot of staff turnover? Does it seem like they only brought you in for your connections? This lesson will help you ensure that your advisor is working for you and not the other way around.

Bonus #2 - Is a Virtual Advisor Right For You?

As you already know, technology plays a big part in our world. Because of that, you now have the ability to work with financial advisors in a virtual capacity. Want to work with a particular advisor but they are on the other side of the United States? No problem. They can work with you virtually, probably at a lower cost than someone local. In this bonus lesson, you'll learn about virtual advisors as well as robo-advisors and how they can help you achieve your financial goals.

Bonus #3 - Websites to Search For a Financial Advisor

There are many sites where you can search for financial advisors. In this bonus lesson, I take you to several of them and show you how to navigate their site and optimize your search.

Bonus #4 - Researching Financial Advisors on Government Sites 

Government sites can be cumbersome and confusing. In this bonus lesson, I'll show you how to navigate those sites when researching the licenses and disciplinary action of potential financial advisor. 

Are You Ready To Begin Your Search?

30-Day Money Back Guarantee!

I truly believe this course will help you drastically narrow your search for a trustworthy financial advisor. If you don't agree, I'll be happy to refund your money within 30 days.

Frequently Asked Questions

Who is this course for? Will I benefit from it?

If you're actively looking for or currently working with a financial advisor, then this course if for you. This course will give you step-by-step guidance on navigating the process of finding a trustworthy financial advisor and also help you determine if you current financial advisor is ripping you off. You'll learn the language and discover the questions you should be asking. 

Are you going to give me a list of trustworthy financial advisors?

Nope. This is YOUR decision. You should never let anyone make this crucial decision for you. Your finances are different than all others. This course will help you drastically reduce the amount of time it takes to find a financial advisor. If you're looking for individual recommendations (i.e. the easy way out), this is not the course for you.

What if this course doesn't help me?

I truly believe that the information in this course will drastically reduce the stress involved in finding a trustworthy financial advisor. However, if you do not agree, I will gladly refund your purchase within 30 days of purchase. 

How long will I have access to this course?

How does FOREVER sound? This course is self-paced which means you can take it at any time and in any place with an internet connection. You can take it once or multiple times over.

When was this course last updated?

This course was updated in August of 2017 and will continue to be updated on an as-needed basis. Plus, if you purchase the course now, you'll receive all of those sweet updates for free.

Is this course mobile and tablet friendly?

Yep. This site is fully responsive so feel free to view it on your cell phone, tablet, PC, Mac, hologram machine, etc.

What Are You Doing Down Here?

This course is will provide you with everything you need to locate and interview a trustworthy financial advisor. 

It's a no-brainer if you want to...

  • Know when a financial advisor is necessary and what kind of financial advice you actually need 
  • Determine how much you should be saving for retirement
  • Find the best websites to locate financial advisors in your area
  • Determine how financial advisors are compensated and determine which method is best for you
  • Learn what's necessary to become a licensed financial advisor

So again, what are you doing down here at the bottom of this page?

Start building a financial legacy you can be proud of today!