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Navigating the Transition to a New Financial Advisor
Manage episode 376342486 series 3485869
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In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.
Here are some of the things you’ll learn in this episode:
- Why we often make the analogy to dating for what we do.
- Why someone that focuses on accumulation won’t fit you well in retirement and a transition to a specialist might be necessary.
- The financial implications to consider if you want to change advisors.
- Why we prefer to judge someone based on subjective metrics rather than performance-based ones.
- What qualifications should you look for in a new advisor and what questions should you ask?
- What can you expect from the transition process from one advisor to another.
Connect with Eric Judy online at https://www.judyfg.com/ or by calling 217-303-1711. You can also book a complimentary review at https://calendly.com/ericjudy
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