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Paul Powell
Meet Paul Powell, the author of "The Retiree's Guide to Hiring A Financial Advisor You Can Trust." Paul was born and raised on a farm in south Alabama, where he learned the value o...показать большеMeet Paul Powell, the author of "The Retiree's Guide to Hiring A Financial Advisor You Can Trust." Paul was born and raised on a farm in south Alabama, where he learned the value of hard work and determination from a young age. After college, Paul initially tried to enter the financial advisor industry but ended up in the accounting world. However, fate had other plans for him.
One evening over dinner at a local restaurant, Paul met a grey-haired gentleman who, within the hour, offered him a job at Merrill Lynch. This offer changed the course of Paul's career and life.
Paul spent time at Merrill Lynch and a regional independent advisory firm before ultimately opening his consulting firm. He focused on advising corporations on their retirement plans. His love of numbers and analysis helped organizations find, vet, negotiate with and hold their retirement plan vendors accountable.
Paul's success in the industry was undeniable, and he was recognized as one of the nation's Top 300 Defined Contribution Advisors and consulted for over $2B. After almost 20 years in the industry, Paul retired to take over a family transportation company. Upon selling the company, Paul turned his attention back to the financial services industry, but this time in a different manner. Paul now helps retirees navigate the world of financial advisor selection.
Drawing on his extensive experience in the industry, Paul created the Evidence-Based Hiring (EBH) method. This method gives retirees the tools to tell the difference between financial advisors and financial salespeople, ensuring they hire the right advisor for their needs. With "The Retiree's Guide to Hiring the Right Financial Advisor," Paul aims to share his expertise and help retirees make informed decisions about their financial futures.показать меньше