How to Leave Your Current Financial Advisor Cordially [Episode 16]

If you've been working with your financial advisor for a while but they aren't providing the high level of service you deserve, then it may be time to move on to a different advisor. In this episode of Joe Knows Retirement, Joe shares a few things to look out for when considering switching advisors, especially if you're in or near retirement. He also talks about the most common ways clients let their current advisor know they're switching to a different custodian. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/