EP 04: How To Break-Up With Your Current Financial Advisor

from Set For Life · host Eric Rodriguez, CFP®

In the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your advisor, and what to look for in your next advisor. Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjayWatch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjay

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How long is this episode of Set For Life?

This episode is 13 minutes long.

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This episode was published on November 26, 2024.

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