Finding Your Financial Advisor (eBook, ePUB)
How to Understand the Industry and Confidently Hire the Best
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Choosing how to obtain financial advice, especially during a major lifetransition, can feel overwhelming. The reason for this book is simple: To help youunderstand the basics of the financial services industry and confidently hire awealth management team that best suits the needs of your family. In sixty minutes orless, we''ll explain why you need to take ownership over your own financialcircumstances, lay out the minimum standards for hiring a financial advisor, andshow you what a core-value approach to wealth management looks like. The decisionyou make in hiring an advisor extends beyond you...
Choosing how to obtain financial advice, especially during a major lifetransition, can feel overwhelming. The reason for this book is simple: To help youunderstand the basics of the financial services industry and confidently hire awealth management team that best suits the needs of your family. In sixty minutes orless, we''ll explain why you need to take ownership over your own financialcircumstances, lay out the minimum standards for hiring a financial advisor, andshow you what a core-value approach to wealth management looks like. The decisionyou make in hiring an advisor extends beyond your immediate needs into the futurewell-being of your family and your legacy. It can be an emotional choice, and yourown comfort, confidence, and trust should often be the deciding factors. Ourcarefully constructed tools will walk you through your pre-meeting preparation aswell as your advisor interviews and help you debrief each meeting and make a finaldecision.
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