Finding Your Financial Advisor: Defining Your Minimum Standards (Part 2)
Description
Before meeting with or interviewing a Financial Advisor there’s steps you can take to confirm that a Financial Advisor provides the engagement that you are seeking and meets YOUR minimum standards. We have identified the Five Minimum Standards that you should set for yourself which are: Education, Background Check, Services Offered, Practice Profile, and Cost. Understanding these will allow you to narrow your search and make the most of your time.
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
United States
