24 min
Navigating the Financial Advisory Maze: Fiduciary Relationships and Choosing a Compatible Advisor Money Chic: Financial Education with Shari Rash
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- Investing
Embarking on the journey to financial security can often feel like navigating a maze, but fear not, as Shari Rash from Greenway Wealth Advisory is here to illuminate the path. With a focus on the intimate and evolving relationship between you and your financial advisor, this episode promises to arm you with the wisdom needed to select an advisor who isn't just a guide but a trusted companion through life's fiscal landscape. Shari emphasizes the significance of finding someone whose expertise reflects your specific financial aspirations and life stage, while providing practical advice on how to curate a list of potential advisors. From the importance of referrals to the art of asking the right questions, this episode promises an actionable roadmap to finding your financial ally.
As the financial services industry shifts towards a fiduciary, client-first model, understanding what this means for you is crucial. Shari breaks down the fiduciary standard, ensuring you can discern between advisors who prioritize your interests and those who may not. She also sheds light on the various compensation structures, from commission-based to fee-based services, and why transparency in these matters is pivotal. But it isn't all business; compatibility is key in any enduring relationship, and finding an advisor you genuinely enjoy talking to is just as important as their financial acumen. Prepare for an engaging discussion that goes beyond numbers and charts—it's about connecting with an advisor who will stand with you as you reach for your financial dreams.
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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.
Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!
Shari is the founder of Greenway Wealth Advisory
Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/
https://www.greenwaywealthadvisory.com/blog
Phone: 833-833-1903
Email: shari@greenwaywealthadvisory.com"
Embarking on the journey to financial security can often feel like navigating a maze, but fear not, as Shari Rash from Greenway Wealth Advisory is here to illuminate the path. With a focus on the intimate and evolving relationship between you and your financial advisor, this episode promises to arm you with the wisdom needed to select an advisor who isn't just a guide but a trusted companion through life's fiscal landscape. Shari emphasizes the significance of finding someone whose expertise reflects your specific financial aspirations and life stage, while providing practical advice on how to curate a list of potential advisors. From the importance of referrals to the art of asking the right questions, this episode promises an actionable roadmap to finding your financial ally.
As the financial services industry shifts towards a fiduciary, client-first model, understanding what this means for you is crucial. Shari breaks down the fiduciary standard, ensuring you can discern between advisors who prioritize your interests and those who may not. She also sheds light on the various compensation structures, from commission-based to fee-based services, and why transparency in these matters is pivotal. But it isn't all business; compatibility is key in any enduring relationship, and finding an advisor you genuinely enjoy talking to is just as important as their financial acumen. Prepare for an engaging discussion that goes beyond numbers and charts—it's about connecting with an advisor who will stand with you as you reach for your financial dreams.
--
Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.
Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!
Shari is the founder of Greenway Wealth Advisory
Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/
https://www.greenwaywealthadvisory.com/blog
Phone: 833-833-1903
Email: shari@greenwaywealthadvisory.com"
24 min