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