Firing Your Financial Advisor? When To Stay, When To Go

In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides. Why Do Investors Stop Working with Financial Advisors?6 Most Common Reasons to Fire an AdvisorWhat Are Investors Actually Looking For?Quality, Cost, and Performance FactorMoney Conversations with Your Advisor How To Repair Your Relationship with Your Financial AdvisorWho Is Most Likely to Breaking Up with an Their Advisor? Read about topics from this episode. Why Do Investors ‘Break Up’ With Their Financial Advisor?Why Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore Investing Tools Won’t Solve All Your ProblemsEven Advisors Aren’t Immune to Overconfidence Bias  What to watch from Morningstar.Spot Hidden Crypto Stocks and Funds in Your PortfolioMidyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial FreedomGain From the Weight-Loss Trend With These Stocks  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas   Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.