))
Navigating the Transition to a New Financial Advisor
Manage episode 377616252 series 2609654
Вміст надано Ryan Ledden. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Ryan Ledden або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.
Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future.
Here’s some of what you’ll learn in this episode:
- The emotional connection that people make with their advisor, which can make it difficult to make a change.
- How do you know if it’s time to make a change to a new advisor?
- The questions you can ask an advisor to help clarify if they’re still a great fit.
- What you need to look for in a new advisor.
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
104 епізодів
Поширити
