Get Ready! Money Pros Guide – Week 𝟏𝟏: Do You Have The Right Advisors?

Happy Friday.

Ready to hop into this week’s Get Ready Update? Let’s go!

βœ… Week **#11** Action Item: Review your advisory team.

πŸ‘‰Β  This week review the advisors that you work with. A qualified advisor can help guide you through complex matters.

πŸ‘‰Β  Knowing when to call in someone with expertise is a key to success.

πŸ‘‰Β  Making the decision to hire an advisor depends on your comfort level and understanding of an issue, as well as the complexity of the issue.

πŸ‘‰Β  Review the most common advisors for people to work with.

– ⭐️**Pro-tip**:

πŸ‘‰ The Get Ready Financial Standards are reasonable expectations for you, as the consumer. Advisors and companies should adhere to these standards. Here are The Get Ready Financial Standards:

– Your advisor should act in your best interest.
– You should receive customized service appropriate to your needs
– You have free choice
– You should receive an answer to any question
– You have the right to pay a fair price (or premium)
– You should always be informed
– You should expect to be treated fairly and respectfully
– You have the right to full disclosure and updates
– You should receive quality service and fair resolutions (including claims handling)
– You should be able to change or cancel a financial service and to be notified of any changes.

πŸ’­ **Habit of the week**:

πŸ‘‰ Apply the Get Ready Standards to your money transactions.

πŸ’‘ **Get Ready Money Guide Tip**: Discussion prompts and ideas for those following The Get Ready Guide Kit ([access from your dashboard](

πŸ‘‰ Do you feel like you have the right advisors?

**Get Ready Insiders:**

πŸ“ Access your guided walk-through, fillable PDF’s and worksheets for this week’s action item (#11) from your dashboard.

πŸ‘‰ The Get Ready Blueprint Week 11. This week, you’l review whether you have the right people on your team.

Note: These resources are only available for Get Ready Insiders. If you are a long time subscriber, you can access the worksheets through The Get Ready Toolkit.

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– A deeper dive on each weekly action item with insider tips and fillable worksheets.
– A guided walk-through of The Get Ready Method.
– The Get Ready Toolkit, a library of resources and worksheets to help you be financially prepared.

Become a Get Ready Insider and you’ll have access to it all, and more!

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About Tony Steuer

I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.

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