By now we have all heard of "the great resignation" but what if it is your financial adviser that decides to resign? What should you do? What are the questions you should be asking a new wealth manager that takes over your accounts? I will guide you through this transition calmly and thoughtfully. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
