Change is difficult. It’s human nature to crave routine and stability. Oftentimes, this can be a good thing. There’s a sense of security in knowing what to expect. However, there are times when sticking with the status quo can be detrimental to your wellbeing. Although the thought of switching financial advisors may be uncomfortable, keeping with the wrong advisor because they’re ‘the devil you know,’ could have disastrous results for your financial future. But how do you know if you’re with the wrong advisor or if you’re just a little out of sync?
1. Is Your Advisor a Fiduciary?
2. Does Your Advisor Use a Team Approach?
3. Does Your Advisor Communicate Effectively?
4. Do You Have Easy Access to Your Advisor?
5. Is Your Advisor Making Data-driven Decisions?
6. Does Your Advisor Treat You with Respect?
Now, you’re probably sure if changing financial advisors is something you need to do. The question now is how. Start by giving us a call at 865-690-1155 (or by filling out the form below to schedule time). We would be happy to talk through the process that we use to make all our transitions as painless as possible.
What’s the Next Step?
One of our highly trusted advisors is ready to listen to your dreams and goals. Let’s have a no-pressure, no-obligation meeting to learn how we drive toward your financial goals and life dreams.
Upon completion of the form, you will be contacted within one business day.