Beat the Bank: Your Stories

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Thanks to all of you who responded to my email last week and shared your Beat the Bank stories! To those you haven't responded, please consider helping other investors by sharing your own investing story. Learning about your experiences will benefit your fellow subscribers!

My aim is to summarize and anonymously share your stories in an upcoming email.  Can you share thoughts on the following?

-When did you make the switch? Or are you hesitating?
-Was the interaction with your former advisor uncomfortable? How did you deal with it?
-Was the actual transfer process a hassle?
-Did you switch to DIY, AIY, Robo or a new advisor?
-Pluses and minuses of making the move?
-Overall, are you happy you made the change?
-Is there anything you would have done differently?
-Other comments, tips you can share?
To share your story, just reply to this email. I will share the results with all of you in my next email.

Thanks very much!

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