Confessions of a Wealth Manager.
Hear from Andrew Whalen, CEO of Whalen Financial and author of ‘Confessions of a Wealth Manager,’ on why this book is the ultimate resource to uncover the truth about your financial advisor and plan.
The Full Book: 'Confessions of a Wealth Manager': A Step-by-Step Guide to Uncovering the Hidden Truths About Financial Advice.
The Advisor Red Flag Checklist: 10 Critical Questions To Ask Your Advisor To Evaluate Their Service.
Spot the Warning Signs of Poor Advice:
Know when it’s time to make a change and demand better service.
Watch This First: The Truth About Wealth Management
Andrew Whalen, CEO OF Whalen Financial
Does This Sound Familiar?
Your advisor keeps recommending the same solutions without understanding your unique goals.
Your financial advisor says all the right things, but avoids tough questions about taxes, fees, and performance.
You don’t hear from your advisor unless it’s time for an annual review.
You’ve trusted the ‘experts,’ yet your retirement dreams are being eaten away by taxes, fees, and bad advice.
If you’ve ever wondered whether your advisor is delivering the results and service you’re paying for, this book is your ultimate resource to find out.
The #1 Resource for Evaluating Your Advisor and the Service You’re Receiving
Most people trust their financial advisor without question—but what if you’re being overcharged, underserved, or misled? ‘Confessions of a Wealth Manager’ gives you the tools to uncover the truth and take control of your financial future.
The Truth About Advisor Commissions and Incentives.
Understand how their incentives may impact the advice you receive.
Learn to Think Like a Wealth Manager.
Adopt the mindset that exposes industry secrets and protects your financial future.
Simplify Complex Financial Jargon.
Financial literacy made simple—no buzzwords, just real-world clarity.
Learn the Truth About DIY Investing.
Discover the hidden risks of managing your own portfolio and how to avoid them.
Exposing the “Smoke and Mirrors” in Performance Reporting.
Identify when portfolio performance numbers are misleading or incomplete.
Why You Need Regular Portfolio “Health Checks”
How to proactively identify underperformance and misalignment before it’s too late.
INTRODUCING confessions of a wealth manager:
The Ultimate Wealth Management Toolkit.
Here Is What You’ll Get Inside:
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100% risk free - 30 day money back guarantee
Here's what you get:
Understand the Real Cost of Generic Financial Advice.
Find Out If Your Financial Plan is Truly Tailored to You.
Identify Red Flags in Your Current Portfolio.
A Blueprint for Managing Wealth Like the Ultra-Wealthy.
Step-by-Step Strategies to Evaluate Your Advisor’s Service.
Today Just $19.97