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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.
By Philip Mock, CFA®, CFP®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.