A reader recently mentioned how hard her advisor pushed back when she told him she was switching to an online discount broker. She made the move but found it very stressful!
"Just slip out the back, Jack, make a new plan, Stan Don't need to be coy, Roy, just listen to me Hop on the bus, Gus, don't need to discuss much Just drop off the key, Lee, and get yourself free" Paul Simon
Have you left your advisor or are you considering doing so? If so, would you kindly share your story? My aim is to summarize and anonymously share your stories in an upcoming newsletter. I believe learning about your experience could be an enormous help to fellow subscribers.
-have you made a switch or are you hesitating? -did you make the switch without telling your advisor or did you tell her/him by email. phone or in person? -was the interaction uncomfortable...how did you handle it? -was there pushback.....what objections were raised and how did you deal with them? -was the actual transfer process a hassle.....were there costs? -did you switch to DIY, AIY, robo, a different advisor or something else? -was it worth making the switch? -other comments, tips?
Please reply to this email with your story and help others Beat the Bank!
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