Player FM 앱으로 오프라인으로 전환하세요!
When Should You Look for a New Advisor?
Manage episode 417526025 series 2515480
Are you standing at financial crossroads, pondering whether to stay with your current financial advisor or venture out in search of new pastures? Sometimes the grass appears greener in another pasture, but when are your concerns justified enough to make a change?
In our latest podcast, Matt Pastor, RICP® joins the show to dissect the 'grass is greener' syndrome that plagues many in the world of wealth management. We want to cut through the noise and offer clarity and a dose of reality to anyone who's ever second-guessed their financial advisory relationship.
Here’s some of what we discuss in this episode:
- Should you change advisors if they make a mistake that costs your money?
- What if you aren’t able to communicate directly with your advisor because they grow too big?
- How much weight should you put into dinner seminars and the impression an advisor makes?
- Conversations we have with clients who come in to meet with us about possible changes.
- If you or your advisor move to a different state, does that impact the relationship?
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
100 에피소드
Manage episode 417526025 series 2515480
Are you standing at financial crossroads, pondering whether to stay with your current financial advisor or venture out in search of new pastures? Sometimes the grass appears greener in another pasture, but when are your concerns justified enough to make a change?
In our latest podcast, Matt Pastor, RICP® joins the show to dissect the 'grass is greener' syndrome that plagues many in the world of wealth management. We want to cut through the noise and offer clarity and a dose of reality to anyone who's ever second-guessed their financial advisory relationship.
Here’s some of what we discuss in this episode:
- Should you change advisors if they make a mistake that costs your money?
- What if you aren’t able to communicate directly with your advisor because they grow too big?
- How much weight should you put into dinner seminars and the impression an advisor makes?
- Conversations we have with clients who come in to meet with us about possible changes.
- If you or your advisor move to a different state, does that impact the relationship?
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
100 에피소드
Todos los episodios
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.