The Retirement Detective

5 Signs You Need A New Advisor


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In this episode, we'll walk through 5 signs that you need a new advisor.  Most of these would apply to not just financial advisors, but also other professional advisors like attorney's and CPA's.  The items we'll cover are: communication, keeping promises, consistent expectations, innovation and keeping you comfortable.  

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The Retirement DetectiveBy Philip Mock, CFA®, CFP®