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Ep 38: Is there Greener Grass on the Other Side?

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.

We are all human and everyone makes mistakes, but should a mistake cost an advisor your business? Of course, there are variables at hand, but we will consider a few key points to ask yourself so you can know the answer to this question and some others. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.

Here’s some of what you’ll learn in this episode:

  • If an advisor makes a mistake, should you start shopping for a new one? (2:15)
  • If your advisor’s business has grown and you are getting less attention from that person, what should you do? (4:40)
  • So, you went to a seminar, and you liked what you heard. Should you switch to this new advisor? (8:00)

If you’re ready to start putting off your financial planning, we make it easy to set up a time to meet and have that first appointment. Visit our online calendar here to begin.


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