EPISODE · Jan 21, 2025 · 1H 6M
Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
from The Pete the Planner® Show · host IBJ Media
On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.
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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
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