Your Financial Advisor is Retiring, Should You Make a Change?

There will come a point for all financial advisors when they start having those same retirement conversations about their own life that they’ve had with you all these years, and when that time finally comes, will you be better off working with an advisor at another business?
Today we tackle this question from a viewer and it’s an important one because it’s probably a very strong relationship and one that has been built on trust. John will share his perspective from inside the business, open up about his own succession plan, and tell you why you may or may not change advisors.
#retirementplanning #retirement #financialplanning
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