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If your current advisor isnt helping you reach your financial goals, then its time to move on.
Here are five signs that signifyyou need to choose a new financial advisor.
Since you work hard for your money, you want to ensure your funds work for you.
A competent advisor regularly evaluates your portfolio and makes changes as needed.
Its OK to outgrow a financial advisor and seek out someone who can help with your current situation.
you might keep the communication professional and concise, because you are not required to explain yourself.
Double-check to confirm thatall assets and accountswere transferred smoothly.
Verify with your new advisor that the process is complete and that youre ready to get started.
Your financial advisor should be a reliable partner in reaching your financial goals.
If the relationship isnt working, dont hesitate to make a change, McBrien said.
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