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How to Leave Your Current Financial Advisor Cordially [Episode 16]
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
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.
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