O'Reilly logo

How to Eat an Elephant: Achieving Financial Success One Bite at a Time by Frank Wiginton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 12

Finding the Right Advisors

To accept good advice is but to increase one's own ability.

—Johann Wolfgang von Goethe

CONGRATULATIONS ON GETTING TO THE final chapter of this book! By now you likely have greater confidence in your personal finances and a greater understanding of where you are and how you're going to get to where you want to be.

I would love to be able to tell you that you no longer need to worry about or deal with your personal finances going forward. The reality is, however, that personal finances are an ever-changing, ongoing matter that you will need to deal with on a regular basis.

I hope you found this book and its exercises to be enlightening and manageable. Personal finance does not need to be a difficult or scary thing. As you move forward, you may choose not to do this alone. I would strongly encourage you to continue your education through the many resources that are available. I would also recommend that you seek out and find quality advisors to help you continue toward further financial success.

In this chapter I will help you to consider the following information when selecting a financial advisor:

  • The different types of advisors out there
  • The types of designations they may have
  • The places you can go to find advisors
  • How to select an advisor
  • Recommendations for selecting the best advisor

Types of Financial Advisors

It is important to find advisors who have the relevant knowledge and experience to help you in the areas you need assistance with. ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required