Fiduciary: What Clients Should Demand from Their Financial Advisors

By: Morrissey, Ryan R.

Financial Advisor Ryan R. Morrissey often jokes, "I gave my child the middle name Fiduciary." And there's a reason he tells that joke; his obsession with being a great fiduciary is both a challenge to his colleagues and a security blanket for his clients. Morrissey challenges other Financial Advisors in FIDUCIARY to elevate themselves and their profession, ensuring that they are giving their clients the best advice (and outcomes) possible.

The book is written for Financial Advisors, but more importantly, for those wanting to partner with a trustworthy fiduciary who will put their family's needs ahead of corporate profits or following the newest trends. There are stories in these pages about bad advice, poor investment choices, and horrific results. But there are also simple and practical tips for everyday investors to make sure they are working with a Financial Advisor that puts their interests first.

• Format: Paperback
• Language: English
• ISBN: 1613431457
• ISBN13: 9781613431450
• Release Date: October 2023
• Publisher: Thought Leader Press
• Length: 260 Pages
• Weight: 0.78 lbs.
• Dimensions: 0.7" x 6.0" x 9.0"