Breaking up is hard, but sometimes you stay in a relationship too long for the wrong reasons. Is your relationship with your financial advisor working as it should? Or are you using some of these common excuses to stay with the wrong advisor?
Show Notes and Additional Resources: http://petersonfg.com/what-holds-you-back-from-breaking-up-with-a-financial-advisor/
Today's Rundown:
1:40 - My portfolio hasn’t done well, but my advisor seems nice.
3:49 - I know them through...a family friend, college, a neighbor, my parents.
4:24 - I feel confused after meeting with my advisor.
7:49 - I get a birthday card, but don’t get good communication otherwise.
Version: 20241125
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