Bernie Madoff’s conviction of operating the largest investment scheme by a single person did not just change the perception of the financial brokerage industry—he ruined it leaving the public wondering if they could ever trust their financial advisors again. 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.
Whether you’re an early investor or on the verge of retirement, Fire Your Broker is a practical guide to help you make the right decisions when it comes to your financial future. Learn the necessary steps that you need to take to secure your financial future, and how to find the right broker to help you through the process.
“Fire Your Broker is an impassioned response to the financial industry’s repeated failures in the service of its customers. At its core, this is a book about personalizing what has traditionally been an impersonal business. Kelly’s philosophy is grounded in the spirit of empowerment and taking control of your own financial destiny. This is a book filled with financial wisdom but also a book with heart and soul and a fundamental belief that you can live your dreams.”
Andy Andrews, New York Times Bestselling Author of The Traveler’s Gift and The Noticer
“Fire Your Broker will help you to learn what to look for in the financial advisor with whom you entrust your money and your future. I hope each person that reads this book takes Kelly’s lessons to heart and puts his recommendations into practice.”
Mark Casady, Chairman & Chief Executive Officer of LPL Financial
“It’s such a relief to read financial planning information I can trust. From college funds to retirement plans, the information in Fire Your Broker will become more important as our family grows. Mr. Campbell’s insights into the inner workings of the financial planning industry were a real eye opener for me. As my family grows, it’s important to have trustworthy information on how to invest our money. Reading Fire Your Broker made me feel safer knowing more about how financial planners work. Now I feel well-armed in seeking out a trustworthy, competent planner who has my best interests at heart.”
Terri Young, small business owner of Clairvaux, LLC
Have you thought of what you want to accomplish next year, put it in writing and are now figuring how you will achieve those goals? Probably not. As a matter of fact, most people set goals with
Continue ReadingWow, how Thanksgiving has changed. Remember the old days when you would go to Grandma’s house on the Wednesday before Turkey Day with all of your cousins, aunts and uncles? You would wake up
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Kelly Campbell, a Certified Financial Planner, has nearly two decades of experience in the financial planning and investment management. He is President and CEO of Campbell Wealth Management, an independent, Northern Virginia/Washington, DC-based firm.
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Joe Anthony
Gregory FCA Communications
JoeA@GregoryFCA.com
610-228-2095
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