Breaking Up is Hard: Navigating the Transition to a New Financial Advisor

In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.

Join us as we explore the value of finding an advisor who aligns with your financial goals, offers personalized strategies, and provides emotional support for your retirement journey. Remember, retirement planning requires thoughtful consideration, so don't hesitate to make the change that will secure your financial future.

Here are some key takeaways from this episode:

Look for an advisor whose philosophy and personality align with your financial goals and preferences. They should be able to explain their strategies clearly and be transparent about their services and fees.Once you've decided to transition to a new advisor, have a courteous conversation with your current advisor, keeping it professional and concise. The new advisor should handle most of the paperwork and make the process smooth for you.Don't judge your new advisor solely on recent performance. Consider the broader value they bring to your financial life, such as alleviating stress, providing education, and tailoring strategies to meet your unique needs.

Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: 913-257-3991

Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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Disclosure: MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.