))
When the Grass Looks Greener with Another Advisor
Manage episode 348568051 series 2446480
Kandungan disediakan oleh Sean Lee. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Sean Lee atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might be worthwhile and why some of these reasons don’t have to be dealbreakers.
Here are the reasons you wonder about getting a new advisor:
- Making a mistake that costs you money. (1:28)
- The business has gotten too big. (4:09)
- A dinner seminar has some appeal. (6:47)
- I’m moving across the country. (9:48)
- The market has been volatile. (13:35)
Get additional financial resources online:
129 episod
Kongsi
