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EP 04: How To Break-Up With Your Current Financial Advisor
In the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your advisor, and what to look for in your next advisor.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
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By Eric Rodriguez, CFP®In the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your advisor, and what to look for in your next advisor.
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay
Watch videos at https://www.youtube.com/@eerod10
Learn more about Eric and WealthBuilders at https://wealthbllc.com
Music by @jaywash https://soundcloud.com/washjay