Brian and Jeff discuss the reasons why individuals may want to switch financial advisors, including lack of communication, inability to understand their needs, and conflicting interests. They emphasize the importance of doing thorough research and selecting an advisor who is a fiduciary and has a track record of success. Brian highlights the importance of having an honest conversation and reflecting back to the client to ensure alignment with their objectives, while Jeff stresses the importance of understanding one's financial goals and the advisor's fee structure before making a switch. They also discuss the importance of comprehensive financial planning and evaluating and changing financial advisors when necessary. Additionally, they touch on the challenges of transferring accounts and the need for personalized advice and regular reviews to ensure clients are on the right path towards their financial goals.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
