Should you fire your financial advisor?
In this episode, Jeremy Keil goes over the 5 signs that maybe you should: when your advisor only does the bare minimum, when they don’t specialize in your specific needs, when they only communicate with one spouse in a couple, when you have an uneasy feeling about the advisor, and when they consistently fail to meet your financial goals.
He talks about how you can identify them, and how to leave your current financial advisor and find a new one. Jeremy also explains what a promissory note is and emphasizes the importance of communication and trust in the advisor-client relationship.
Jeremy discusses:
- 5 reasons that warrant firing your financial advisor
- How to fire your financial advisor
- What a promissory note is
- Why you should find a new advisor who you like working with before firing your current advisor
- Why you don’t always need to tell your advisor they’re fired when you fire them
- And more
Related: Is an Indexed Annuity Right for You?