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Finding Your Financial Advisor: Taking Ownership (Part 1)

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Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Most people are left frustrated and wonder why hiring a Financial Advisor has to be so complicated. There’s a wide range of individuals that call themselves "Financial Advisors" but not all work under the same standard of care and work in your best interest. You must know the right questions to ask, what to look for, and what your options are. We want to empower and equip you to take ownership over the process of hiring YOUR Financial Advisor.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor™ on Amazon

  continue reading

130 episoade

Artwork
iconDistribuie
 
Manage episode 334789736 series 3196957
Content provided by The Perry Richey Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Perry Richey Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Most people are left frustrated and wonder why hiring a Financial Advisor has to be so complicated. There’s a wide range of individuals that call themselves "Financial Advisors" but not all work under the same standard of care and work in your best interest. You must know the right questions to ask, what to look for, and what your options are. We want to empower and equip you to take ownership over the process of hiring YOUR Financial Advisor.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor™ on Amazon

  continue reading

130 episoade

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