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

  • Jun 12 2024
  • Length: 22 mins
  • Podcast

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

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

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  • Summary

  • 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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