Ep 37: Do I Need a New Financial Advisor?

Retirement Coach's Corner

Contenido proporcionado por Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

2y ago 19:26

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As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere?

Alan and Troy talk through when and why you might want to find another financial advisor and when it might make more sense to stay with the advisor you have.

Here are some of the reasons people tend to wonder if they should switch advisors:

My financial advisor made a mistake, should I leave? (1:28)
My financial advisor’s business seems too big, and I don’t get to talk to him. (5:52)
I went to a dinner seminar, do I need to make a change? (8:49)
I like my advisor, but I moved out of state. (12:06)
I lost a ton of money in my portfolio in a market crash. (14:10)

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