8 Signs You Need a New Financial Advisor

November 9, 2022 By : Quick Insurance Guru Floral Separator

1. Your Account Never Goes Up

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2. Your Balance Is Too Volatile

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3. Your Portfolio Doesn’t Match Your Investment Objectives

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4. You Never (or Rarely) Hear From Your Financial Advisor

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5. Your Advisor Makes (Unauthorized) Trades on Your Behalf

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6. Your Advisor Doesn’t Coordinate With Your Other Financial Professionals

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7. Your Advisor Charges Excessive Fees

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8. You Simply Don’t Trust Your Advisor

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THANKS FOR READING!

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