Ep 39: Is There Greener Grass On The Other Side?

Retirement Plain & Simple

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. In our 30-plus years in the financial industry, we've seen it all. We'll share some hypothetical scenarios and see if any of these apply to you.

Here's some of what you'll learn in this episode:

• Should I leave an advisor who made a mistake? (2:33)
• Should I leave an advisor who doesn't have as much time for me? (8:35)
• Should I leave an advisor who is not very engaging and outgoing? (13:07)

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/