Please Share Your Own Beat the Bank Story

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To the many, many subscribers who responded to my "50 Ways to Leave Your Advisor" email, thank you so much!! To those who have not yet responded, please consider kindly sharing your experiences as well. Your fellow subscribers who are hesitating to make a switch have told me they want to hear your stories, insights and tips.  

I will share all the results with all of you in a couple of weeks.

To new subscribers and those that missed it the first time, here is the original email:

50 Ways to Leave Your Advisor

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 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!

Thanks very much!


P.S. Go Raptors!!

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