How To Break Up With Your Financial Advisor The Right Way

Описание: Breaking up is hard to do. In this episode of Joe Knows Retirement, Joe talks about the difficult process of breaking up with your financial advisor and shares how you can do so with kindness and firmness. He dives into how you can expect your advisor to potentially respond, and provides email templates you can use to make the process simpler.

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#retirement #retirementplanning #financialadvisor

Timestamps:
00:00 Intro
02:46 Is your advisor a generalist or specialist?
05:20 Your advisor might say anything to get you to stay
07:00 Your advisor may try to throw shots
07:27 Don't burn bridges
09:05 Be wary of your advisor saying "We can do that too"
11:37 How we would respond if one of our clients left
13:50 Transferring accounts
16:59 How to tell your advisor you're leaving
18:25 Email example 1
20:00 Email example 2
23:13 Thank you for choosing us

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.