The surprising reasons investors leave advisors
Do you sometimes feel like breaking up with your financial advisor? Are returns less than expected? Feeling unheard? Talked down to with tedious jargon? Or do the fees seem high? No matter what drives it, find out the surprising reasons behind investors’ decisions to leave their financial advisors.
In this video, Wealth Advisors James Whitehouse and Fernando Ponce of Whitehouse Retirement Wealth Group in Calgary, Alberta, Canada, discuss the top reasons clients leave their financial advisors and what you should expect from a good advisor-client relationship. Can you get things back on track? Or should you end the relationship and move on?
We’ll explore:
- What should you expect from your advisor?
- What are the 2 biggest reasons clients switch advisors (hint: it’s not just about returns).
- What you should look for in a financial advisor to ensure they understand and meet your needs.
- How do you build a relationship with your advisor beyond just dollars and cents?
Don’t settle for less when it comes to managing your wealth. Whether you’re frustrated with your current advisor or want to know what to expect from the best in the industry, this video will guide you through the essentials of a healthy advisor-client relationship.
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