213. How do I terminate a relationship with my financial advisor?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition.Podcast Episodes Referenced: - Ep 118: What to Look for in a Financial AdvisorYouTube Videos Referenced: - Financial Planner vs Financial AdvisorLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
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