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Should I Break up With My Financial Advisor?: Communication, Fees, and Finding the Right Fit
Manage episode 461535740 series 3585390
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When's the last time you reevaluated your relationship with your financial advisor? This episode discusses critical factors like communication issues, alignment of financial goals, fee transparency, and the importance of a fiduciary relationship.
• Importance of regular communication with your advisor
• Adaptability of your advisor in line with your changing goals
• Understanding fees and ensuring transparency
• Seeking new perspectives and ideas from financial professionals
• Addressing ethical concerns and prioritizing trust in the advisor relationship
• Recognizing the distinction between general financial advisors and retirement planners
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Chapters
1. Should I Break up With My Financial Advisor?: Communication, Fees, and Finding the Right Fit (00:00:00)
2. Evaluating a Financial Advisor's Communication (00:00:06)
3. Evaluating Financial Advisor Fees and Transparency (00:06:59)
4. Finding a New Financial Advisor (00:12:59)
83 episodes
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