Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best
Language: English
Published by Houndstooth Press, 2022
- Hardcover
- Used
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.World of Books (was SecondSale)
AbeBooks seller since December 20, 2007
Condition: Used - Good
US$ 7.56
Quantity: 1 available
Add to basketItem description from seller
Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc.
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- Title
- Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best
- Author
- Drew Richey
- Publisher
- Houndstooth Press
- Publication year
- 2022
- Condition
- Good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1544527527
- ISBN 13
- 9781544527529
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.
"Synopsis" may belong to another edition of this title.
About the Author
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.
"About the title" may belong to another edition of this title.
World of Books (was SecondSale)
Montgomery, IL, U.S.A.
AbeBooks seller since December 20, 2007
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …
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SBYB, Inc.
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