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

Retire With Ryan

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3M ago 22:00

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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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