Warning signs of 'flawed' professional advisory relationships

April 15, 2005

Do any of these "warning signs" seem familiar? If so, you are likely suffering from flawed professional advisory relationships:

Do any of these "warning signs" seem familiar? If so, you are likely suffering from flawed professional advisory relationships:

David B. Mandell, JD, MBA is an attorney, lecturer, and co-author of the book, Wealth Protection: Build and Preserve Your Financial Fortress. He is also a co-founder of The Wealth Protection Alliance, a nationwide network of elite independent financial advisory firms whose goal is to help clients build and preserve their wealth.

Christopher D. Fay, CFBS is a partner of Smith, Frank & Partners LLC, and providessophisticated business planning to clientele around the country. Smith, Frank & Partners LLC is a charter member of the WPA, and can be reached at 800/554-7233.