William Francavilla (Author & Former Director of Wealth Wealth Management, Legg Mason)
William Francavilla suggests there are several types of financial advisors it makes sense to avoid when you are choosing someone to help with your investments and wealth management. He points out three types of individuals that are probably not a good choice for a financial consultant. According to Francavilla, a good financial consultant is one with experience, has humility, is principled and is focused on providing the right solution.
