Ep 106: 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.


Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios and see if any of these apply to you.


On this episode, we’ll share:


  • Should I leave an advisor who made a mistake? (3:24)
  • Should I leave an advisor who doesn’t have as much time for me? (5:17)
  • Should I leave an advisor who is not very engaging and outgoing? (8:00)

For more episodes, visit us online here: http://principalpreservationservices.com

Get additional financial education on our YouTube channel: https://www.youtube.com/channel/UCJ6RRiWvkInUm_E3lg38T2g

Share this post

Principal Preservation Services

Join Our Mailing List

Sign-up for regular updates to empower yourself with the knowledge to secure a brighter financial future.

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

Skip to content