Phil's Tax Hacks

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

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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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    Phil's Tax HacksBy Phil Putney
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