Navigated to When and How to Change Financial Advisors

When and How to Change Financial Advisors

October 22
44 mins

View Transcript

Episode Description

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional. 

Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.



Our Sponsors:
* Check out Incogni: https://incogni.com/investtalk
* Check out Invest529: https://www.invest529.com
* Check out NordProtect: https://nordprotect.com/investalk
* Check out Progressive: https://www.progressive.com
* Check out Quince: https://quince.com/INVEST
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands
See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.