Phil’s Tax Hacks

Ep 159: Is the Grass Really Greener on the Other Side?

November 17, 2022

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side.

In this episode, we will discuss some possible scenarios, like business changes, mistakes made, and more. Let’s see how these scenarios could impact your decision-making and why you may not want to jump ship too quickly.

 

Join us on today’s episode as we break down these major topics:

  • If your advisor made a mistake, should you immediately find a new one? (0:58)
  • Your advisor’s business seems to have grown substantially and you rarely see him or talk to them. Is this a good reason to switch? (3:02)
  • If you attend a dinner seminar with a financial advisor and find them to be more personable/interesting, is it worth thinking about hiring them instead? (7:11)

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