Name: Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best (en Inglés)
Price: 62.88 PEN
Availability: InStock
Author: Richey, Drew ; Perry, Shawn
ISBN: 9781544527512

portada Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best (en Inglés)

Formato

Libro Físico

Autor

Drew Richey

Shawn Perry

Editorial

Houndstooth Press

Idioma

Inglés

N° páginas

Encuadernación

Tapa Blanda

Dimensiones

20.3 x 12.7 x 0.5 cm

Peso

0.10 kg.

ISBN13

9781544527512

Categorías

Contabilidad general
Industria del sector servicios

Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best (en Inglés)

Drew Richey (Autor) · Shawn Perry (Autor) · Houndstooth Press · Tapa Blanda

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Origen: Estados Unidos (Costos de importación incluídos en el precio)

Se enviará desde nuestra bodega entre el Lunes 08 de Julio y el Lunes 22 de Julio.

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Reseña del libro "Finding Your Financial Advisor: How to Understand the Industry and Confidently Hire the Best (en Inglés)"

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.