The SMB Owner's Guide to Choosing the Right Financial Advisor:
A FREE 5-Day Educational Email Course to finally hire the RIGHT advisor and strategic partner for your business!
Written by X, a financial advisor who specializes in SMB owners and has helped hundreds avoid costly advisor mistakes while saving thousands through strategic tax planning.
Spot Advisors Who Actually Understand Small Business Wealth vs. Those Who Just Say They DoWhy Low Advisory Fees Cost You $50K+ In Missed Wealth OpportunitiesThe Legal Difference Between Fiduciary Advisors vs. Commission-Driven SalespeopleHow To Test If Your Advisor Will Ghost You During Financial EmergenciesWhy Generic Investment Plans Fail Business Owners And What To Demand Instead
"This 5-day course transformed how I think about financial planning for my business. I went from shopping for the cheapest option to understanding what strategic small business wealth planning actually looks like. Worth every minute."
— Mike R., E-commerce Business Owner
Want to make sure this free email course is “worth it” before you sign-up?
Here's everything that's inside:
Day 1: Why Most Financial Advisors Don't Understand Your Business's Wealth—Discover the costly difference between retail wealth managers and small business financial planning specialists (and how to spot it immediately).
Day 2: The $50K Mistake: When "Saving Money" on Financial Advisory Fees Backfires—Why fee shopping for financial advisors usually costs you more than premium wealth planners ever would.
Day 3: Not All "Financial Advisors" Are Actually Required to Help You—The secret about fiduciary standards (and how to avoid getting sold investments instead of receiving strategic advice).
Day 4: When Your "Expert" Financial Advisor Goes MIA During Critical Wealth Decisions—Why investment expertise means nothing if you can't reach them when market timing and opportunities matter most.
Day 5: Why Generic Investment Plans Fail for Business Owners—The final mistake that leaves wealth on the table (and how to demand truly customized financial strategies).
Hooray! The first lesson of The SMB Owner's Guide to Choosing the Right Financial Advisor is on its way to your inbox.
Within the next minute or two, you're going to get an email from me X.This email contains instructions to get started with our SMB Owner's Guide, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!
P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)