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Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best
Drew Richey
(Author)
·
Shawn Perry
(Author)
·
Houndstooth Press
· Paperback
Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best - Richey, Drew ; Perry, Shawn
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Origin: U.S.A.
(Import costs included in the price)
It will be shipped from our warehouse between
Monday, July 15 and
Thursday, July 25.
You will receive it anywhere in United Kingdom between 1 and 3 business days after shipment.
Synopsis "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 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.
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All books in our catalog are Original.
The book is written in English.
The binding of this edition is Paperback.
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