Best Practices When Switching Financial Advisors
Автор: FIN-LYT by EWA®
Загружено: 2023-12-15
Просмотров: 223
Описание:
In a video, Matt Blocki of EWA advises on smoothly transitioning financial advisors to their firm. He recommends using an email template to inform your previous advisor, emphasizing EWA's ability to streamline financial decisions and reduce meetings, often the main reason for switching. Decision fatigue and EWA's commitment to knowledge and support are also highlighted. The transition process involves sending the email, giving the green light, and completing the transfer within 7-14 business days. EWA looks forward to working with you and addressing any questions.
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