How to Evaluate if Your Financial Advisor Is Delivering Value, #205

Retire With Ryan

Το περιεχόμενο παρέχεται από το Ryan R Morrissey. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Ryan R Morrissey ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

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How do you know if your financial advisor is delivering value? Is seeing a financial gain in your investments the only metric you should use? I’ve identified four key areas where your financial advisor should be delivering value to you: Awareness of costs and fees, performance of your portfolio, financial planning benefits, and communication.

I’ll cover each of these areas in detail in this episode. I’ve also included a checklist you can use to make sure your current financial advisor is delivering value.

This is Part 5 of a five-part series about financial planners to celebrate the release of my first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.”

You will want to hear this episode if you are interested in...

[3:03] Area #1: Awareness of costs and fees
[9:25] Area #2: How your investments perform
[15:32] Area #3: The financial planning provided
[17:54] Area #4: Communication

Resources Mentioned

Retirement Readiness Review
Subscribe to the Retire with Ryan YouTube Channel
Head to RetireWithRyan.com to get this free checklist

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan

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