Firing Your Financial Advisor? When To Stay, When To Go

Investing Insights

English - July 07, 2023 09:00 - 11 minutes - 10.3 MB - ★★★★ - 379 ratings
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Previous Episode: Spot Hidden Crypto Stocks and Funds in Your Portfolio

Next Episode: Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides.

Why Do Investors Stop Working with Financial Advisors?

6 Most Common Reasons to Fire an Advisor

What Are Investors Actually Looking For?

Quality, Cost, and Performance Factor

Money Conversations with Your Advisor

How To Repair Your Relationship with Your Financial Advisor

Who Is Most Likely to Breaking Up with an Their Advisor?

Read about topics from this episode.

Why Do Investors ‘Break Up’ With Their Financial Advisor?

Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

More Investing Tools Won’t Solve All Your Problems

Even Advisors Aren’t Immune to Overconfidence Bias