Episode Description
Sometimes the biggest risk to your retirement is not marketvolatility, it is staying too long in the wrong advisory relationship.
Specifically, we are going to discuss:
- Building trust and respect with an advisor team
- The first call you make when trust is built
- The one thing DIY investors will never understand
- 6 scenarios you may consider switching advisors
Lastly, I will finish up with some action items to helpaddress some potential shortfalls in your current plan.
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