I Confess: 12 Things Your Advisors Will NOT Tell You ... But I will - Paperback

by Dan Keppel (Author)

I confess. Industry professionals do NOT offer the best products available to help you reach your goals. Sad but true. I was a financial industry executive for over 20 years. I have managed sales units in a securities firm, two banks, an insurance entity and an advisory firm. I am now retired. We industry "professionals" never offer the best financial products to you. Most of what the industry offers is designed to pay for the high costs of industry management. We never educate you about what you really need because we have revenue goals to meet. We want our bonuses. The best products just don't pay high commissions, fees, junkets, kickbacks and bonuses. We say: We want to be rich, not your unbiased advisor.

Author Biography

Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own "money coach" service. His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do-directly from the highest rated companies for less. He edits TheInsidersGuides.com and was an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze.