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Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
3.3
66 ratings
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
Show Notes & Info:
Schedule A Call With Scott: http://talktoscott.com/
Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
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