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Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at or get in touch by calling 215-948-3945.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

Aug 24, 2023

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future!


Here are some key takeaways from this episode:

  • Many people form strong emotional connections with their financial advisors. However, it's important to balance this emotional connection with your current financial needs and goals.
  • Before deciding to change advisors, identify your financial needs and goals. Create an avatar of your ideal advisor by listing the services and qualities you want to help assess whether your current advisor aligns with those requirements.
  • Ask questions that matter to you. Inquire about your advisor’s use of technology, specialization, willingness to work with other professionals, and more. Make sure their answers align with your needs.
  • Trust your instincts and feelings. If something doesn't feel right or you're not fully satisfied with the advice or services you're receiving, consider seeking a new advisor who better meets your expectations.
  • Remember that finding the right financial advisor is a two-way street. Advisors also assess whether you're a good fit for their practice and approach.


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