FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


It is very simple but so few do it. When you buy a car you take it for a test drive. When you buy a house you get an inspection done. Almost every young adult that goes to college, including me has no idea what they want to do for a career and work. Even though they will spend 30 to 40 years in  that field.  So they spend or borrow $8000 to $80000 a year for 4 to 8 years or more. In high school have the young adults shadow and go to work for a day or more with a doctor, a lawyer, an attorney, an accountant, a financial advisor, a nurse, etc.. Most successful people want to be of help and to pay it forward. I   did this with my children and so have many of our client's.