We’re very excited to announce that we’ve released a new guidebook about the important aspects of leaving a financial advisor and moving to a better investment situation. The guidebook is titled, It’s Your Money! It’s Easy to Change Financial Advisors if You Know How.
It’s estimated that as many as 25% of investors are unsatisfied with their current financial advisor. Yet many investors stay in an unproductive and many times harmful relationship because they’re unsure about how to make a change for the better; whether that change for the better is finding a new advisor or managing their investments on their own.
For many investors approaching retirement, the last five to ten years are by far the most important part of their asset accumulation phase. Mistakes and poor choices by a bad investment advisor during this period can be devastating to a client’s retirement lifestyle and the lifestyle of a client’s heirs. It’s imperative that investors have a quality, productive relationship with their advisor at any time, but as baby boomers approach retirement, the stakes become magnified.
Packed with practical tips and how-to advice It’s Your Money! It’s Easy to Change Financial Advisors if You Know How might be exactly what you need to get your financial plan back on track!
It’s Your Money! It’s Easy to Change Financial Advisors if You Know How demonstrates to readers how easy and non-confrontational leaving an advisor can be – if it’s done well. For instance, most investors don’t realize there is no need to talk with your soon to be former financial advisor to make a change. Everything can be accomplished by submitting the proper paperwork.
Use the link on the right to download the guidebook, or learn more about how to fire your financial advisor starting on our home page.