Securing your financial future in the world of finance requires the ability to negotiate effectively with investment advisors and make wise investment decisions. This episode will examine the nuances of these talks and provide you with professional guidance and useful pointers to help you on your financial path. Join your host, Cindy Watson, as she has the opportunity to interview Andrew Parrillo. Stay tuned as we uncover strategies to effectively communicate with advisors and optimize your investments for long-term success.

 

Andrew is the author of the renowned book Beat the Wealth Management Hustle. He is also the founder of Newport Capital Advisors and Victory Road Investors, and he serves as a general partner of a multi-manager hedge fund. Andrew's extensive experience and deep knowledge in the field make him the perfect expert to help us navigate the complex world of investment negotiations. Let's dive in!

 

In this episode, you'll discover:

 

• Is it imperative for investment advisors to be prepared to negotiate their fees in order to align with regulatory requirements?

• Securities and Exchange Commission requirements for registered investment advisors

• The difference between securities brokers and legally fiduciaries

• What are the red flags?

• How should an advisor determine the specific risk and return preferences that you have?

• How do they align them with a portfolio strategy?

• What is a risk score and risk tolerance?

• How often should you expect changes in my portfolio?

• And many more!

 

Learn more about Andrew:

 

Website: www.victoryroad.com

 

Get his book here!

https://www.amazon.com/Beat-Wealth-Management-Hustle-Independently/dp/B0CSMZQ8H1

If you’re looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.

Check out our website at www.practicingwithpurpose.org if that sounds interesting to you.

Get Cindy’s book here:

Amazon

 

https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1

EBook

 

https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1

Barnes and Noble

 

https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776

 

CONNECT WITH CINDY:

Website: www.womenonpurpose.ca

Website: www.practicingwithpurpose.org

Facebook:  https://www.facebook.com/womenonpurposecommunity/

Instagram: https://www.instagram.com/womenonpurposecoaching/

LinkedIn: linkedin.com/in/thecindywatson

Show: https://www.womenonpurpose.ca/media/podcast-2/

X(Twitter):  https://twitter.com/womenonpurpose1

YouTube:https://www.youtube.com/@hersuasion

Email:  [email protected]