When Should You Look for a New Advisor?

Money Wisdom

Are you standing at financial crossroads, pondering whether to stay with your current financial advisor or venture out in search of new pastures? Sometimes the grass appears greener in another pasture, but when are your concerns justified enough to make a change?

In our latest podcast, Matt Pastor, RICP® joins the show to dissect the 'grass is greener' syndrome that plagues many in the world of wealth management. We want to cut through the noise and offer clarity and a dose of reality to anyone who's ever second-guessed their financial advisory relationship.

Here’s some of what we discuss in this episode:

• Should you change advisors if they make a mistake that costs your money?
• What if you aren’t able to communicate directly with your advisor because they grow too big?
• How much weight should you put into dinner seminars and the impression an advisor makes?
• Conversations we have with clients who come in to meet with us about possible changes.
• If you or your advisor move to a different state, does that impact the relationship?

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