Home Business Magazine Features Article by Wayne Titus

Choosing the right adviser can be daunting for anyone, but it can be especially confusing for entrepreneurs who need advice for both their business and their personal financial situation. In an article for Home Business Magazine, Wayne Titus, the author of The Entrepreneur’s Guide to Financial Well-Being, explores the importance of trustworthiness, process, and the need for a comprehensive approach when considering a financial adviser.

According to Wayne, entrepreneurs have far different financial situations than those with regular, salaried jobs, yet most advisers provide only investment consulting. He says advisers to entrepreneurs need to address deeper issues, such as the entrepreneur’s objectives in setting up his/her company, any exit strategies, desires to help employees save for retirement, etc.

Wayne sees the financial services industry on the cusp of a shift toward a more collaborative approach to helping clients. He encourages entrepreneurs to take all the time necessary to research advisers before engaging one.