HOW TO IDENTIFY A QUALIFIED ADVISOR - Herrick, Amy Rose
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In what can feel like an endless horizon of financial guidance choices, finding the right advisor can feel like searching for a needle in a haystack. Fear not, for "How to Identify a Qualified Advisor" is your beacon of light in this intimidating landscape. This invaluable book is your roadmap to confidently navigating the complexities of advisor selection. Divided into five enlightening chapters, each one tackles key considerations in the quest for the perfect advisor, empowering you to make informed decisions about your financial future today and for decades to come. Chapter 1 serves as a…mehr

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Produktbeschreibung
In what can feel like an endless horizon of financial guidance choices, finding the right advisor can feel like searching for a needle in a haystack. Fear not, for "How to Identify a Qualified Advisor" is your beacon of light in this intimidating landscape. This invaluable book is your roadmap to confidently navigating the complexities of advisor selection. Divided into five enlightening chapters, each one tackles key considerations in the quest for the perfect advisor, empowering you to make informed decisions about your financial future today and for decades to come. Chapter 1 serves as a comprehensive primer, clarifying the roles and distinctions among various financial professionals such as advisors, advisers, coaches, counselors, and special consultants. Understanding these roles is crucial for identifying the right fit for your specific needs and goals. In Chapter 2, dive into the importance of credentials and data security. Learn why verifying credentials and ensuring the security of your sensitive information are non-negotiable aspects of selecting a trustworthy advisor. First impressions matter, and Chapter 3 guides you through assessing the introductory call and unscripted responses to your questions. Discover how to gauge the advisor's professionalism, expertise, and alignment with your financial objectives based on their initial interactions. Chapter 4 challenges the notion that testimonials are always the ultimate indicator of an advisor's competence. Learn to discern the credibility of testimonials and consider them alongside other factors in your decision-making process. Finally, in Chapter 5, explore the value of seeking second or even third opinions. Understand why consulting multiple advisors can offer valuable perspectives and insights, empowering you to make well-informed choices about your financial future. Whether you are planning for retirement, navigating investment decisions, or seeking guidance on wealth accumulation or business management, "How to Identify a Qualified Advisor" equips you with the tools and knowledge to navigate the maze of financial advice with confidence. Make the right choice for your financial well-being with this essential guide by your side. Do not miss this opportunity to transform your life! Start your journey towards positive change today! Secure your copy now and gain access to the free audio version using the link provided within. As a heartfelt thank you for becoming a part of my literary community, I invite you to follow the instructions provided within your book and as a gesture of gratitude, I will personally send you a special gift directly from me, Amy. Your support means the world to me, and I cannot wait to share this extra token of appreciation with you for leaving an Amazon review!
Autorenporträt
Amy Rose Herrick launched Money With Amy in late 2014 to enable her to share her wisdom and expertise acquired in her 30-plus years of experience in the financial services field. She is a Chartered Financial Consultant (ChFC). In 1991 Amy expanded her professional expertise and ongoing licensing becoming a qualified Insurance Agent for Life, Disability, Critical Illness, Long Term Care and Air Ambulance coverages. She also shifted her focus from corporate clients to an individual and small business clientele and she secured her series 6 & 63 securities representative licensing. Not satisfied that she had all the planning tools needed to advise clients to the best of her ability in changing economic climates, in the early 90's she also took the necessary training and ongoing educational hours necessary to secure her ability as a tax professional. Amy's financial planning articles have appeared in numerous publications. She has accepted short term assignments for regular newspaper columns on specific items of public interest in addition to her private practice demands. She was selected to contribute two chapters to books that were collaborative efforts between multiple professionals. In addition to her writing and other business activities, Amy is a dynamic public speaker who is able to engage with her audiences by breaking down complex concepts into manageable ideas that are easily understood using custom designed presentations. Amy's planning expertise extends into situations that encompass corporate, individual and small business financial issues related to cash flow, debt structure, income tax reduction, charitable giving, business succession plans, mental or physical incapacity at any age, life insurance settlements for unwanted policies and overall estate planning. Amy and her family relocated from the Midwest to call the beautiful island of St. Croix their family home in early 2011. Amy continues to serve a wide range of clients on the U.S. mainland coast to coast as well as clients residing in the US Virgin Islands. She loves to travel and has a flair for art in her free time.