124: Navigating the Transition to a New Financial Advisor

Navigating the Transition to a New Financial Advisor

In today’s episode, we’ll explore the sensitive and significant process of transitioning from one financial advisor to another. We’ll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.


Here are some key topics to listen for in this episode:

  • What are some of the reasons people decide they need to make a change?
  • What are the financial consequences of switching advisors?
  • The different metrics you can use to evaluate your current advisor.
  • The questions you need to ask a new advisor when you begin looking.
  • We’ll walk you through that transition process and what steps you’ll need to take.


To get in touch with Mike, visit our website: http://principalpreservationservices.com

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