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Finding Your Financial Advisor: Making Your Decision (Part 4)

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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.

“When your values are clear to you, making decisions becomes easier” – Roy Disney

When you find the right fit, you will feel confident, comfortable, and connected with who you choose to serve you and the plan they have helped you build. By understanding the basics of the Financial Services Industry and becoming clear on your minimum values and standards hiring a Financial Advisor you can take ownership to make the best decision for you and your family.

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 339998553 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.

“When your values are clear to you, making decisions becomes easier” – Roy Disney

When you find the right fit, you will feel confident, comfortable, and connected with who you choose to serve you and the plan they have helped you build. By understanding the basics of the Financial Services Industry and becoming clear on your minimum values and standards hiring a Financial Advisor you can take ownership to make the best decision for you and your family.

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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