The book follows the fictional Connor family which has decided to finally get their financial affairs in order with the help of a highly experienced financial professional. The only problem is that they do not know where to start. Should they simply look in the phone book? Do all financial advisers offer the same services? What type of services does the family even need? And how will they know whom to trust? Step by step all of these questions are answered as you join the couple on their journey to find the perfect financial advisor. As you step into the financial services industry, you will learn about different financial institutions, investment professionals and professional designations that you may encounter along the way.
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