Changing Financial Advisors: When You Know It's Time And How To Make The Switch

Changing Financial Advisors: When You Know It's Time And How To Make The Switch

Some relationships just don't work out. That unfortunate truth applies to spouses, friends, business associates — and financial advisors. Chances are, you launched into a new advisor relationship with high hopes of wealth and financial independence. But if your wealth progress slows or communication with your advisor drops off, a breakup may be in your future. That breakup can be a stressful one. And you can incur financial costs in the process. So it's not a move to make until …