Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best

by Drew Richey, Shawn Perry

Overview

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.

Product Details

ISBN-13:	9781544527529
Publisher:	Houndstooth Press
Publication date:	07/05/2022
Pages:	90
Product dimensions:	5.00(w) x 8.00(h) x 0.25(d)

About the Author

Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. 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.

Our wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. 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.

Editorial Reviews

2022-08-18
In this compact self-help book, two financial advisers demystify the financial service industry.

Richey and Perry, who run a wealth management firm, open their book by pitching their services and listing the reasons people look for financial advice. These range from the traumatic, such as the death of a family member, to the celebratory, like getting a big raise. Based on the core belief that “A financial advisor should primarily be, throughout all stages of your engagement, your Financial Advocate,” the book asserts that it was “written in the spirit of advocating for individuals and families seeking financial advice and assistance with their financial goals, dreams, and needs.” The chapters that follow contain simple explanations of investment strategies, a section on who notto choose as a financial adviser, a list of services that should be offered by reputable financial advisers, and a guide for interviewing advisers in order to evaluate which is best suited to the individual’s needs. A helpful explanation of typical fee structures notes, “It is most important to make sure that how you pay your wealth-management team is entirely transparent and aligns with your goals.” The authors promote their firm throughout the guide (“We have strategically built our team over three decades to serve the complex needs that investors face today”), but this doesn’t undermine their informed advice. The prose is accessible, and Richey and Perry make a convincing case that financial advice can grow and protect wealth, even for those without a large investment portfolio. Without investing hours of study or wading through jargon, readers are likely to emerge from reading this book with a better understanding of whom to hire to manage their money. Additional resources are available on the book’s website.

A concise, effective guide to finding the right financial adviser.

Kirkus Reviews