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

Phil's Tax Hacks · Aug 24, 2023 · 22m

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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