Is Your Financial Advisor Hiding $115,000 in Conflicts From You?

Most successful women trust their advisors completely.
But here's what they don't know: legal conflicts of interest could be costing you hundreds of thousands over your lifetime and you'd never see it coming.
GET MY FREE CHECKLIST

Is Your Financial Advisor Hiding $115,000 in Conflicts From You?

Most successful women trust their advisors completely. But here's what they don't know: legal conflicts of interest could be costing you hundreds of thousands over your lifetime — and you'd never see it coming.
GET MY FREE CHECKLIST

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Join 1,000+ Women Taking Control of Their Finances


”

I asked my advisor if he was a fiduciary. His answer? 'Well, it depends on the service.' That's when I knew something was wrong. Jill's checklist helped me find $18,000 in hidden revenue sharing fees.


— Sarah M., Tech Executive


”

My advisor said I 'didn't need to see' his Form ADV. After watching Jill's video and using this checklist, I realized he was getting paid by the fund companies to recommend specific products. I switched advisors immediately.


— Michelle K., VP of Operations


”

I'm a Harvard MBA and I had no idea my advisor had so many conflicts of interest. This checklist showed me exactly where to look and what questions to ask. My new advisor scored 18/20 on transparency.


— Dr. Linda T., Management Consultant

GET MY FREE CHECKLIST

 

Join 1,000+ Women Taking Control of Their Finances


”

I asked my advisor if he was a fiduciary. His answer? 'Well, it depends on the service.' That's when I knew something was wrong. Jill's checklist helped me find $18,000 in hidden revenue sharing fees.


— Sarah M., Tech Executive


”

My advisor said I 'didn't need to see' his Form ADV. After watching Jill's video and using this checklist, I realized he was getting paid by the fund companies to recommend specific products. I switched advisors immediately.


— Michelle K., VP of Operations


”

I'm a Harvard MBA and I had no idea my advisor had so many conflicts of interest. This checklist showed me exactly where to look and what questions to ask. My new advisor scored 18/20 on transparency.


— Dr. Linda T., Management Consultant

GET MY FREE CHECKLIST

Meet Jill Collins: Your Guide to Financial Clarity

I'm Jill Collins, wealth strategist and creator of the Wealthy Woman Blueprint.

Here's what I've learned after 15+ years helping successful women with their finances: the biggest threat to your wealth isn't bad investments or market crashes.

It's conflicts of interest you never knew existed.

I've seen senior executives lose six figures to hidden revenue-sharing fees. I've watched smart, capable women stay with advisors who were legally allowed to put fund company profits ahead of their clients' best interests.

And the worst part? These conflicts are completely legal — as long as they're "disclosed" in 40-page documents written in legal jargon.

That ends today.

I've created this Strategic Evaluation Checklist to show you exactly where these conflicts hide — and how to protect yourself before it costs you another dollar.

This isn't about "catching" your advisor doing something wrong. This is about having the framework to make informed decisions about who you trust with your financial future.

You deserve complete transparency. This checklist gives you the tools to demand it.

With clarity and confidence,

Jill Collins, Wealth Strategist

Meet Jill Collins: Your Guide to Financial Clarity

I'm Jill Collins, wealth strategist and creator of the Wealthy Woman Blueprint. 

Here's what I've learned after 15+ years helping successful women with their finances: the biggest threat to your wealth isn't bad investments or market crashes. 

It's conflicts of interest you never knew existed. 

I've seen senior executives lose six figures to hidden revenue-sharing fees. I've watched smart, capable women stay with advisors who were legally allowed to put fund company profits ahead of their clients' best interests. 

And the worst part? These conflicts are completely legal — as long as they're "disclosed" in 40-page documents written in legal jargon. 

That ends today. 

I've created this Strategic Evaluation Checklist to show you exactly where these conflicts hide — and how to protect yourself before it costs you another dollar. 

This isn't about "catching" your advisor doing something wrong. This is about having the framework to make informed decisions about who you trust with your financial future. 

You deserve complete transparency. This checklist gives you the tools to demand it. 

With clarity and confidence,

Jill Collins, Wealth Strategist

What's Inside the Advisor Evaluation Checklist

Your strategic framework includes:
 
PART 1: THE FIDUCIARY TEST

→ 5 critical questions that reveal true fiduciary commitment (or lack of it)

→ How to spot deflection, vague answers, and red flags in real-time

→ The one question 90% of advisors can't answer honestly

PART 2: FORM ADV DEEP DIVE

→ Exactly which sections to review (Items 5, 10, 12, and 14)

→ Real examples of conflict language to look for

→ How to access your advisor's Form ADV in 3 minutes

PART 3: HIDDEN CONFLICT INDICATORS

→ 8 common conflicts that cost investors the most money

→ Revenue sharing, 12b-1 fees, dual registration explained

→ Your personal conflict risk assessment (low/moderate/high)

PART 4: TRANSPARENCY SCORING SYSTEM

→ Rate your advisor on 4 critical categories

→ Objective scoring guide (1-20 scale)

→ Clear benchmarks: Should you stay or should you switch?

PART 5: YOUR STRATEGIC ACTION PLAN

→ Step-by-step next steps based on your evaluation results

→ Exactly what to document and how to document it

→ When to have the conversation vs. when to start interviewing new advisors

 

BONUS: Direct questions to ask, response red flags, and interview comparison framework

GET MY FREE CHECKLIST

What's Inside the Advisor Evaluation Checklist

Your strategic framework includes:
 
PART 1: THE FIDUCIARY TEST

→ 5 critical questions that reveal true fiduciary commitment (or lack of it)

→ How to spot deflection, vague answers, and red flags in real-time

→ The one question 90% of advisors can't answer honestly

PART 2: FORM ADV DEEP DIVE

→ Exactly which sections to review (Items 5, 10, 12, and 14)

→ Real examples of conflict language to look for

→ How to access your advisor's Form ADV in 3 minutes

PART 3: HIDDEN CONFLICT INDICATORS

→ 8 common conflicts that cost investors the most money

→ Revenue sharing, 12b-1 fees, dual registration explained

→ Your personal conflict risk assessment (low/moderate/high)

PART 4: TRANSPARENCY SCORING SYSTEM

→ Rate your advisor on 4 critical categories

→ Objective scoring guide (1-20 scale)

→ Clear benchmarks: Should you stay or should you switch?

PART 5: YOUR STRATEGIC ACTION PLAN

→ Step-by-step next steps based on your evaluation results

→ Exactly what to document and how to document it

→ When to have the conversation vs. when to start interviewing new advisors

GET MY FREE CHECKLIST

This Free Checklist is Designed for Successful Women Who:

âś“ Have a financial advisor but feel uncertain about the relationship

âś“ Want to verify their advisor is truly working in their best interest

âś“ Have over $500K in investable assets and want to protect them

âś“ Are considering switching advisors but don't know what to look for

âś“ Feel like they should understand their fees better but don't

âś“ Have been told "don't worry about that" when asking about costs

✓ Want a systematic framework — not just gut feelings — to evaluate their advisor

âś“ Are tired of feeling like they can't ask direct questions about conflicts

 

YOU DON'T NEED TO BE A FINANCIAL EXPERT TO USE THIS CHECKLIST. YOU JUST NEED TO BE READY FOR ANSWERS — AND WILLING TO ACT ON WHAT YOU FIND

Your checklist arrives via email in 30 seconds. Print it. Use it. Protect your wealth.

This Free Checklist is Designed for Successful Women Who:

âś“ Have a financial advisor but feel uncertain about the relationship

âś“ Want to verify their advisor is truly working in their best interest

âś“ Have over $500K in investable assets and want to protect them

âś“ Are considering switching advisors but don't know what to look for

âś“ Feel like they should understand their fees better but don't

âś“ Have been told "don't worry about that" when asking about costs

✓ Want a systematic framework — not just gut feelings — to evaluate their advisor

âś“ Are tired of feeling like they can't ask direct questions about conflicts

YOU DON'T NEED TO BE A FINANCIAL EXPERT TO USE THIS CHECKLIST. YOU JUST NEED TO BE READY FOR ANSWERS — AND WILLING TO ACT ON WHAT YOU FIND.

Your checklist arrives via email in 30 seconds. Print it. Use it. Protect your wealth.

You're Successful in Every Other Area...

So, Why Does Your Financial Situation Feel So Unclear?

 
You've built a successful career. You make good money. You've invested for years.
 
But when it comes to your financial advisor, you have this nagging feeling that you should understand more than you do.
  • Are your fees reasonable or excessive?
  • Is your advisor truly a fiduciary — or just when it's convenient?
  • Are there hidden conflicts you should know about?
  • Would a different advisor serve you better?
     
You deserve clear answers. Not vague reassurances.
Not "trust me, everything's fine." 
Clear, documented, transparent answers. 
The truth is: Most financial advisors aren't intentionally hiding conflicts from you.
They're following industry norms that allow these conflicts to exist "as long as they're disclosed." 
But disclosed doesn't mean obvious.
And legal doesn't mean it's in your best interest. 
This checklist levels the playing field. It shows you exactly where to look, what to ask, and how to interpret what you find. 
Because here's what I know after working with hundreds of successful women: 
The advisors who get defensive when you ask these questions? They're the ones with something to hide. 
The advisors who welcome transparency? They're the ones worth keeping. 
This checklist helps you tell the difference before it costs you another six figures
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."

- Rebecca S., Director of Marketing

You're Successful in Every Other Area...

So, Why Does Your Financial Situation Feel So Unclear?

 
You've built a successful career. You make good money. You've invested for years.
 
But when it comes to your financial advisor, you have this nagging feeling that you should understand more than you do.
  • Are your fees reasonable or excessive?
  • Is your advisor truly a fiduciary — or just when it's convenient?
  • Are there hidden conflicts you should know about?
  • Would a different advisor serve you better?
     
You deserve clear answers. Not vague reassurances.
Not "trust me, everything's fine." 
Clear, documented, transparent answers. 
The truth is: Most financial advisors aren't intentionally hiding conflicts from you.
They're following industry norms that allow these conflicts to exist "as long as they're disclosed." 
But disclosed doesn't mean obvious.
And legal doesn't mean it's in your best interest. 
This checklist levels the playing field. It shows you exactly where to look, what to ask, and how to interpret what you find. 
Because here's what I know after working with hundreds of successful women: 
The advisors who get defensive when you ask these questions? They're the ones with something to hide. 
The advisors who welcome transparency? They're the ones worth keeping. 
This checklist helps you tell the difference before it costs you another six figures
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."

- Rebecca S., Director of Marketing

Three Simple Steps to Evaluating Your Advisor

Step 1: Gather Your Information


Request your advisor's Form ADV Part 2A Brochure (they're required by law to provide it). Takes 5 minutes. Set it aside — you'll need it for Step 2.

Step 2: Follow the Checklist


Use the strategic framework to review key sections, ask critical questions, and score your advisor's transparency. Takes 15-20 minutes. Be honest with yourself.

Step 3: Claim Your Power


Use your evaluation results to either: (a) have a direct conversation with your current advisor, or (b) start interviewing alternatives. You're in control now.

You are the boss in this relationship. This checklist reminds you of that.

Three Simple Steps to Finding Your Forgotten Money

Step 1: Gather Your Information


Request your advisor's Form ADV Part 2A Brochure (they're required by law to provide it). Takes 5 minutes. Set it aside — you'll need it for Step 2.

Step 2: Follow the Checklist


Use the strategic framework to review key sections, ask critical questions, and score your advisor's transparency. Takes 15-20 minutes. Be honest with yourself.

Step 3: Claim Your Power


Use your evaluation results to either: (a) have a direct conversation with your current advisor, or (b) start interviewing alternatives. You're in control now.

You are the boss in this relationship. This checklist reminds you of that.

Stop Wondering. Start Knowing.

Your financial advisor works for you. Not the fund companies. Not the insurance carriers. Not the brokerage firm. 
You.
But if you don't know how to evaluate conflicts of interest, you can't hold them accountable. 
 
This free checklist gives you:
  • The exact questions to ask (word for word)
  • The specific documents to review (and which sections matter)
  • The objective scoring system to guide your decision
  • The confidence to demand transparency or the clarity to make a change

 

If your current advisor is truly working in your best interest? This checklist will confirm it. You'll feel more confident in the relationship

If your advisor has hidden conflicts? You'll know exactly what they are and what to do about it.

Either way, you win. Because you'll finally have clarity

And clarity is power.

GET MY FREE CHECKLIST NOW

Stop Wondering. Start Knowing.

Your financial advisor works for you. Not the fund companies. Not the insurance carriers. Not the brokerage firm. 
You.
But if you don't know how to evaluate conflicts of interest, you can't hold them accountable. 
 
This free checklist gives you:
  • The exact questions to ask (word for word)
  • The specific documents to review (and which sections matter)
  • The objective scoring system to guide your decision
  • The confidence to demand transparency or the clarity to make a change

 

If your current advisor is truly working in your best interest? This checklist will confirm it. You'll feel more confident in the relationship

If your advisor has hidden conflicts? You'll know exactly what they are and what to do about it.

Either way, you win. Because you'll finally have clarity

And clarity is power.

GET MY FREE CHECKLIST NOW

• No credit card required

• Instant access, delivered to your inbox

• Your information is 100% secure and never shared

• Based on the framework I use with private clients

• No credit card required
• Instant access, delivered to your inbox
• Your information is 100% secure and never shared
• Based on the framework I use with private clients