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A Client's Journey of Changing Advisors during Retirement

EPISODE · Jan 22, 2025 · 25 MIN

A Client's Journey of Changing Advisors during Retirement

from Bond&Devick's Beyond the Numbers Podcast · host Kristine

Bond&Devick’s CEO, RJ Devick, had the opportunity to sit down with clients Terry and Mary to learn about their experience of changing financial advisors in retirement. They shared how the process of establishing a new relationship with an advisor can be both challenging and rewarding, particularly later in life.However, when your values align, it makes for a smooth transition. 

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A Client's Journey of Changing Advisors during Retirement

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