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Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best - Couverture rigide

Richey, Drew; Perry, Shawn

 
9781544527529: Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best
Couverture rigide
ISBN 10 : 1544527527 ISBN 13 : 9781544527529
Editeur : Houndstooth Press, 2022

Synopsis

Choosing how to obtain financial advice, especially during a major life transition, can feel overwhelming. The reason for this book is simple:

To help you understand the basics of the financial services industry and confidently hire a wealth management team that best suits the needs of your family.

In sixty minutes or less, we'll explain why you need to take ownership over your own financial circumstances, lay out the minimum standards for hiring a financial advisor, and show you what a core-value approach to wealth management looks like.

The decision you make in hiring an advisor extends beyond your immediate needs into the future well-being of your family and your legacy. It can be an emotional choice, and your own comfort, confidence, and trust should often be the deciding factors. Our carefully constructed tools will walk you through your pre-meeting preparation as well as your advisor interviews and help you debrief each meeting and make a final decision.



Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. We have helped hundreds of clients through a wide range of life transitions, and our mission is to shed light on the biggest challenges people face when hiring a financial advisor. This book has been carefully crafted to help you confidently navigate these challenges.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Houndstooth Press
Date d'édition
2022
Langue
anglais
ISBN 10 
1544527527
ISBN 13 
9781544527529
Reliure
Relié
Nombre de pages
90
Coordonnées du fabricant
Buchpark GmbH
https://www.buchpark.de

Krügerweg 1
Trebbin
Brandenburg
14959
Allemagne