Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)
We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one. In this episode, host Jason and special guest …