Drew Richey How to Find Your Financial Advisor

Drew Richey How to Find Your Financial Advisor

Drew Richey is a director and financial advisor with the Perry Richey Group.

Drew & his Wealth Management Team are based in Bowling Green, Kentucky, and serve clients across the nation. Over the last two decades, they have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to deliver a core-value, wealth management experience. Above all else, they believe in wisdom, discipline, humility, and transparency in the wealth management process.

They have helped hundreds of clients through a wide range of life transitions, and their mission is to shed light on the biggest challenges people face when hiring a financial advisor.


During the show we discuss:

  • The Importance of Having a Financial Advisor
  • When to Seek Financial Advice
  • The Most Common Mistakes When Hiring a Financial Advisor
  • Catalysts for Seeking a New Financial Advisor
  • How to Find the Financial Advisor for Your Needs
  • The Minimum Standards to Look For in a Financial Advisor
  • The Best Qualities of a Financial Advisor
  • Factors to Consider When Hiring a Financial Advisor
  • Red Flags to Look For When Doing a Background Check on a Financial Advisor
  • How to Prepare for Your First Meeting with Your Financial Advisor
  • The Good Questions to Ask Your Financial Advisor
  • How to Compare and Contrast Different Financial Advisors You Talk to
  • What a Financial Advocate is

Show resources:

https://theperryricheygroup.bairdwealth.com/

https://theperryricheygroup.bairdwealth.com/finding-your-financial-advisor

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(998)

Bridger Pennington: How to Launch, Fund, and Scale Your Own Investment Fund

Bridger Pennington: How to Launch, Fund, and Scale Your Own Investment Fund

Bridger Pennington is a fund manager, entrepreneur, and co-founder of multiple investment funds dedicated to making private investing more accessible. In 2019, he co-founded Fund Launch, an incubator ...

21 Syys 34min

Frank Tumminello: How to Stay Compliant and Protect Your Business fromm Costly Mistakes

Frank Tumminello: How to Stay Compliant and Protect Your Business fromm Costly Mistakes

Frank Tumminello is the founder of FileForms, a company focused on simplifying business compliance and filing requirements for entrepreneurs and companies across the U.S. With a strong background in b...

16 Syys 30min

Raphael Lavin: Use Equipment Financing to Reserve Cash Flow and Scale Smarter

Raphael Lavin: Use Equipment Financing to Reserve Cash Flow and Scale Smarter

Raphael Lavin is a seasoned financial executive and entrepreneur with deep expertise in financial and credit analysis, leasing, and enterprise risk management. His experience spans operating a private...

15 Syys 26min

Tina Capobianco: How To Build A Financially Stronger Business Through Better Cash Flow

Tina Capobianco: How To Build A Financially Stronger Business Through Better Cash Flow

Based at J D Factors' Canadian head office in Mississauga, Ontario, Tina also oversees branch operations in Montreal, Calgary, and Halifax. Throughout her career, she has developed extensive expertise...

14 Syys 29min

Chris Johnsen: How to Protect, Scale, and Exit Your Business with Smart Legal Strategy

Chris Johnsen: How to Protect, Scale, and Exit Your Business with Smart Legal Strategy

Chris Johnsen combines a dual JD/MBA with real-world entrepreneurial experience to deliver a powerful, business-first approach to legal strategy. With a background spanning advertising, retail, and re...

8 Syys 29min

Dan Negroni: How to Lead Gen Z and Build a Stronger Workforce

Dan Negroni: How to Lead Gen Z and Build a Stronger Workforce

Dan Negroni has coached 30,000+ Gen Z employees directly, and teaches 200+ of them live every semester — so what he bring isn't theory, it's pattern recognition from the ground and the classroom. The ...

2 Syys 37min

Mark Dusseau: How to Use AI to Make Smarter Lending Decisions

Mark Dusseau: How to Use AI to Make Smarter Lending Decisions

Mark Dusseau is the technical co-founder of StarterStack.ai, a profitable, bootstrapped enterprise AI company based in Atlanta. StarterStack builds the operating system for private capital, deploying ...

1 Syys 26min

Duane Youngblood: Make Your Business Fundable and Get Approved for the Capital You Need

Duane Youngblood: Make Your Business Fundable and Get Approved for the Capital You Need

Duane Youngblood, known as The Success King, is the founder of Bizstart Group Inc. and creator of the CBL Wealth Blueprint. He spent 18 months studying consumer credit law to fix his own credit from s...

31 Elo 37min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-paasipodi
rss-sami-miettinen-neuvottelija
inderespodi
rss-hereilla
oppimisen-psykologia
rss-pinnan-alle
rss-startup-ministerio
rss-kaupan-tila
rss-bisnesta-bebeja
lakicast
rahapuhetta
rss-muutoksenanatomiaa-podcast