Listen "Ep 23: Is There Greener Grass On The Other Side?"
Episode Synopsis
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.Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios and see if any of these apply to you. Here’s a little of what you’ll learn on this episode:· Should I leave an advisor who made a mistake? (2:25)· Should I leave an advisor who doesn’t have as much time for me? (5:06)· Should I leave an advisor who is not very engaging and outgoing? (7:41)Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: [email protected] Watch the show on YouTube: https://bit.ly/3VmzCUx
More episodes of the podcast The Audible Advisor with Spiros Vassilakos
Steering Clear of Retirement Stress
01/08/2024
Don’t Make These Income Planning Mistakes
06/06/2024
Ep 25: The Market Outlook for 2023
15/12/2022
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