Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
Phil's Tax Hacks
English - August 24, 2023 09:00 - 22 minutes - 31.1 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Next Episode: Retirement: Ready Or Not, Here It Comes
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.
Here are some of the things we’ll address in this episode:
1:40 – Reasons one might want to change advisors
6:38 – Consequences of changing advisors
10:40 – Questions to ask a new advisor
17:28 – Making the switch + After the switch
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