When Should You Walk Away From an Advisor or Firm?

Paul, Evan, and Dan finish up a conversation on an article called “5 Signs It Could Be Time to Fire Your Advisor” and explain why the advice was a bit of a mixed bag and what they consider to be a dealbreaker in the advisor-investor relationship. Evan shares an encouraging email he got from an investor asking the right questions about their portfolio and explains why the right education makes all the difference. Later in the show, Evan talks about how crypto is targeting older investors through new ETF offerings. 

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