Tony Robbins: Unshakeable

Tony Robbins recently released his latest book on investing and financial planning called Unshakeable: Your Financial Freedom Playbook.  This is a much better book than his first book on investing called Money: Master the Game.

In Unshakeable, Robbins addresses topics such as hidden fees, 401(k) plans, and Registered Investment Advisors. He gives specific advice on how to choose a financial advisor, including seven questions (pp. 90-91) to ask before you hire one. The seven questions are as follows:

  1. Are you a Registered Investment Advisor?
  2. Are you (or your firm) affiliated with a broker-dealer?
  3. Does your firm offer proprietary mutual funds or separately managed accounts?
  4. Do you or your firm receive any third-party compensation for recommending particular investments?
  5. What’s your philosophy when it comes to investing?
  6. What financial planning services do you offer beyond investment strategy and portfolio management?
  7. Where will my money be held?

About Christopher M. Jones, CFP®

Christopher M. Jones is the Founder and President of Sparrow Wealth Management, a fee-only financial planning and investment management firm based in Hermosa Beach, CA. Before entering the investment field, Chris was a management consultant for Deloitte Monitor. He graduated summa cum laude from Brigham Young University with a B.S. in Economics and a minor in Business Management. Chris is a CERTIFIED FINANCIAL PLANNERTM practitioner.

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