Mar 18 2024 30 mins 1
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition.
Podcast Episodes Referenced:
- Ep 118: What to Look for in a Financial Advisor
YouTube Videos Referenced:
- Financial Planner vs Financial Advisor
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