When and How to Change Financial Advisors episode artwork

EPISODE · Oct 22, 2025 · 46 MIN

When and How to Change Financial Advisors

from InvestTalk · host Investtalk

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional.  Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold. Our Sponsors: * Check out Anthropic: https://claude.ai/INVEST * Check out Progressive: https://www.progressive.com * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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When and How to Change Financial Advisors

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How long is this episode of InvestTalk?

This episode is 46 minutes long.

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This episode was published on October 22, 2025.

What is this episode about?

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition...

Is there a transcript available for this episode?

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