Episode Details

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