Ask Carrie What Should I Look For In A New Financial Advisor
My dad introduced me to the financial advisor he’s been using for years. I met with him a couple of times, but feel like we’re on different wavelengths. Do you think I’m right to look for someone else—and if so, what’s the best way to go about switching? —A Reader Dear Reader, The answer to your first question is simple: If you’re not comfortable with an advisor, it’s absolutely worth looking into changing relationships....