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

Choosing how to obtain financial advice, especially during a major life transition, can feel overwhelming. The reason...
$33.36 SGD
$33.36 SGD
SKU: 9781544527529
Product Type: Books
Please hurry! Only 192 left in stock
Author: Drew Richey
Format: Hardcover
Language: English
Subtotal: $33.36
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Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best by Richey, Drew

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

$33.36

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

$33.36
Author: Drew Richey
Format: Hardcover
Language: English

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.





Author: Drew Richey, Shawn Perry
Publisher: Houndstooth Press
Published: 07/05/2022
Pages: 90
Binding Type: Hardcover
Weight: 0.48lbs
Size: 8.00h x 5.00w x 0.25d
ISBN: 9781544527529


Review Citation(s):
Kirkus Reviews 10/15/2022

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