Fire Your Broker [Hardcover]

Kelly Campbell CFP (Author)

Book Description

Publication Date: 2009

According to a recent survey by Prince and Associates, "81% of investors with $1 million or more in investable assets plan to take the money away from their current advisor." Investors ranging from beginners to even those seasoned millionaires are disturbed by the lack of integrity, competence and service found in their financial gurus. This is why "Fire Your Broker" may be your most important read right now! Some of your most important questions will be answered.

IS YOUR BROKER:

Related to Bernie Madoff?

Overpaid and can't even pick you out in a crowd?

Hiding dirty little secrets?

Worried more about his income than your return?

Despite all the information available, investors still need a trustworthy and reliable place to find answers. "Fire Your Broker" is a practical guide for anyone who wants to be educated and empowered to make the right decisions that will dictate the course of their financial future.

NOW is the time to take action in securing your future.

YOU'VE EARNED IT!

Product Details

• Hardcover: 124 pages
• Publisher: Riverfront Press, LLC; 1ST edition (2009)
• Language: English
• ISBN-10: 0984099409
• ISBN-13: 978-0984099405
• Product Dimensions: 8.9 x 6.1 x 0.7 inches
• Shipping Weight: 2.4 ounces
• Average Customer Review: 4.9 out of 5 stars  See all reviews (20 customer reviews)
• Amazon Best Sellers Rank: #1,390,540 in Books (See Top 100 in Books)

Most Helpful Customer Reviews

1 of 1 people found the following review helpful

5.0 out of 5 stars Should be Mandatory Reading Before Opening an Account December 1, 2011

By Tom

I am a securities lawyer and I have also been the licensed supervisory principal of a registered broker dealer. I have worked in the SEC Enforcement Division and have seen the bad guys. In more than 25 years of regulatory and operations practice, this is the best writing and advice I have come across.

Kelly sets out - in clear and entertaining prose - what every investor should know about buying, holding and selling securities in an investment account. This is not one of the many investing guides where the author is desperately trying to show how smart he is or to sell you services or products. This is a sincere how-to, that provides the basics of what every investor needs to know to protect themselves and develop their personal portfolio.

Complex products and services are outlined in a way that makes them understandable. Kelly knows how much to say - and not to say - to keep the reader engaged and interested in the subject. He leaves ample opportunity for the reader to pursue the subject further, without the all-too-typical baiting the reader to buy something from the author. Kelly respects the reader, but also strives to make the reader understands that good investing practices require knowledge, discipline and diligence.

Reading this book will not necessarily make you wealthy, but if you understand what is said and follow the advice, you should eliminate 95% of the chances that you will loose money from stupid, ignorant or unethical practices.

1 of 1 people found the following review helpful

5.0 out of 5 stars A light in the tunnel of Financial Services darkness September 3, 2009

By Michael Tannery

Fire Your Broker is serious reading for everyone involved in the Financial Services Industry,
whether you are an investor or an advisor. The model developed by
the large firms in the 1980's and 1990's which relied on mass marketing
and volume sales is over. Today every investor should seek out
qualified advice from a true trusted advisor.

Kelly omits the point about "advisors" preparing financial
plans for free, which are really glorified sales tools for the
salesman. TINSTAFL - There is no such thing as a free lunch.
Solid professionals, whether they are a Doctor, Attorney, CPA or any other
degreed and licensed professional charge for their service. A free
financial plan is a LARGE Blinking sign that says buyer beware.

Take the time to read the book and then discuss your current advisor
with an unbiased friend to see if they are committing the professional
sins outlined by Kelly. Rate them and then decide whether you need
to Fire Your Broker or realized that you have one of the few true
professionals in the profession.

In full disclosure, I am in the Financial Services Industry and beleive
deeply in what Kelly has written. As I read the book, I wondered how
our clients would answer the questions posed. While I beleived I
know the answer, I am going to present copies to my clients and ask them
to read the book and evaluate our business.

3 of 4 people found the following review helpful

5.0 out of 5 stars How to Avoid the Next Madoff July 14, 2009

By D. Morris

Freud said sex and money are the two most difficult subjects for people to discuss honestly. Kelly Campbell's straight talk on money management is a breath of fresh air during these precarious economic times. Perhaps he'll get to sex in his next book!

Campbell's skill at boiling down complex concepts into crisp, concise statements is what makes him so good on television. He brings those same skills to bear in Fire Your Broker, a slim volume brimming with sage advice for investors at every level. It's essentially a "how-to" manual for finding an honest, effective financial adviser in the era of Bernie Madoff. Highly readable.