If you’re looking for a financial advisor or for a new one, it’s not difficult to do! The toughest part is finding why you need to make the change.
In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor to a new one. He walks through how changing financial advisors actually happens, what is involved, and what you have to do in order to make that change.
David discusses:
- The process of changing an advisor
- The emotional implications that can complicate the decision to change your advisor
- The value a financial advisor brings to the table
- And more
Related: How To Maximize Your Small Business’ Financial Potential