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Inhoud geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Ep 37: Do I Need a New Financial Advisor?

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Manage episode 347738873 series 2895815
Inhoud geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere?

Alan and Troy talk through when and why you might want to find another financial advisor and when it might make more sense to stay with the advisor you have.

Here are some of the reasons people tend to wonder if they should switch advisors:

  • My financial advisor made a mistake, should I leave? (1:28)
  • My financial advisor’s business seems too big, and I don’t get to talk to him. (5:52)
  • I went to a dinner seminar, do I need to make a change? (8:49)
  • I like my advisor, but I moved out of state. (12:06)
  • I lost a ton of money in my portfolio in a market crash. (14:10)

Looking for more financial information, visit us online here: https://mercurioadvisors.com/podcasts/

Want to get in touch? Contact us here: https://mercurioadvisors.com/contact/

  continue reading

63 afleveringen

Artwork
iconDelen
 
Manage episode 347738873 series 2895815
Inhoud geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

As the saying goes, “the grass is always greener on the other side.” If that’s the case, how can you tell if it’s time to find a new financial advisor or if you’re just imagining things might be better elsewhere?

Alan and Troy talk through when and why you might want to find another financial advisor and when it might make more sense to stay with the advisor you have.

Here are some of the reasons people tend to wonder if they should switch advisors:

  • My financial advisor made a mistake, should I leave? (1:28)
  • My financial advisor’s business seems too big, and I don’t get to talk to him. (5:52)
  • I went to a dinner seminar, do I need to make a change? (8:49)
  • I like my advisor, but I moved out of state. (12:06)
  • I lost a ton of money in my portfolio in a market crash. (14:10)

Looking for more financial information, visit us online here: https://mercurioadvisors.com/podcasts/

Want to get in touch? Contact us here: https://mercurioadvisors.com/contact/

  continue reading

63 afleveringen

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