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
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
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
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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