{"product_id":"fiduciary-how-to-find-hire-and-establish-an-aligned-and-trusted-partnership-with-a-fee-only-financial-advisor-paperback","title":"Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor - Paperback","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eRyan R. Morrissey\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eA comprehensive guide to the essential attributes, questions, and evaluation tools for fostering a trusted partnership with a financial advisor.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\"A must-read for anyone seeking to secure their financial well-being.\"\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e --Geoffrey I. Kanner, CFP(R), Kanner Financial Services LLC\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eEntrusting your money to a financial professional to help it grow and to plan for retirement makes logical sense: those with extensive training in the investment arena should be allies you can count on. But as with any industry, charlatans and opportunists abound-people who often deceive their clients into detrimental products or strategies so the \"advisor\" can make a nice commission, then leave the client's portfolio in a state of little to no gain.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eCertified Financial Planner Ryan Morrissey has written this book to help change that. With over twenty years as a financial advisor, and after reviewing hundreds of prospective clients' portfolios suffering from poor strategies, Ryan has built his business on what he considers the gold standard in his field: the fiduciary model. Within this model, advisors are paid a set fee, clearly disclosed and agreed upon before entering into an agreement with a client--and the conflict of interest of earning commissions is absent. This arrangement lends to partnerships that are confidently in accord; the better your advisor does for you, the better he or she is compensated. In short, between advisor and client, it is either win-win or lose-lose, never win-lose, as commission-based brokerage partnerships can frequently be.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eIn \u003cem\u003eFiduciary\u003c\/em\u003e, Ryan provides easy-to-follow, step-by-step guidelines for finding, hiring, and establishing an aligned and trusted partnership with a fee-only fiduciary financial advisor. This straightforward book will walk you through: \u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003col\u003eThe reasons you may want to hire a financial advisorHow the fiduciary model is beneficial to you as a client, and what to look for in advisor candidatesHow to prepare for your partnership and what to expect from itGetting it R-I-T-E in planning for Retirement, Insurance, Taxes, and your EstateChoosing investment strategies aligned with your life planSteering clear of losing strategiesEnsuring your fiduciary partnership is delivering value to you\u003c\/ol\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAn indispensable guide for anyone looking to hire an advisor for the first time--or to re-evaluate a current partnership or investment strategy--\u003cem\u003eFiduciary\u003c\/em\u003e will arm you with knowledge and a clear path to assuage any trepidation you may feel about entrusting your assets to a financial advisor. By empowering you with solid expectations and understanding, Ryan hopes to embolden you with assurance that you \u003cem\u003ecan\u003c\/em\u003e retire with ease and provide for your loved ones, even within the rapidly changing financial landscape we live in today.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\"If you are an investor looking to learn how to find, hire, and establish an aligned and trusted relationship with a fee-only wealth advisor, look no further.\"\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e--Larry Swedroe, author of \u003cem\u003eThe Only Guide to a Winning Investment Strategy You'll Ever Need\u003c\/em\u003e and \u003cem\u003eEnrich Your Future\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 210\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.48 x 8.5 x 5.5 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e May 28, 2024\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":49147463368956,"sku":"9798990123816","price":37.14,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0002\/8344\/3259\/files\/K15fdc7-aw9798990123816.webp?v=1780176485","url":"https:\/\/howardimports.myshopify.com\/products\/fiduciary-how-to-find-hire-and-establish-an-aligned-and-trusted-partnership-with-a-fee-only-financial-advisor-paperback","provider":"Zyayre","version":"1.0","type":"link"}