As might be expected, many of the investors coming to findaWEALTHMANAGER.com are dissatisfied with their current provider and seeking a better match – and you should never let misconceptions about hassle and costs can stand in the way of a change. It is very easy to fall prey to inertia with a wealth management relationship […]
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Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an Independent Financial Advisor to a professional wealth management firm then this medical analogy might prove particularly apposite. You might think of IFAs as being like the personal physicians of days […]
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Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest deal. But far fewer of us ever switch wealth manager, whether it be a financial advisor, private bank or investment manager. “It takes too long”. “It’s a hassle”. “I’ve known […]
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Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? There are three key signs it’s time to take definitive action and find a better wealth management relationship, explains Lee Goggin, Co-founder of Find a WEALTH MANAGER So, how do […]
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