Drew Richey How to Find Your Financial Advisor
The Business Credit and Financing Show · Ty Crandall
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Show Notes
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