The Worst Mistakes Investors Make When Changing Advisors​​ (Ep. 15)

The Financial Leverage Point
03/04/2024 19 min
The Worst Mistakes Investors Make When Changing Advisors​​ (Ep. 15)

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Episode Synopsis

Are you considering changing financial advisors, but unsure about the pitfalls to avoid?  Want to know the biggest mistakes investors make when searching for a new advisor? Join John Iannucci as he dives into the critical task of selecting the right financial advisor, discussing the pitfalls of focusing solely on fees, the risks of pitting …

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