Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side.
Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios and see if any of these apply to you.
Here’s a little of what you’ll learn on this episode:
- Should I leave an advisor who made a mistake? (2:25)
- Should I leave an advisor who doesn’t have as much time for me? (5:06)
- Should I leave an advisor who is not very engaging and outgoing? (7:41)
If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.
Quotable Moment:
