15 Jan
Is It Time to Divorce Your Financial Advisor? - Permission to Prosper Web Series

Description

Have you been thinking about divorcing your financial advisor, but feel guilty and worry about how you'll break the news? 

Do you know that it's time to move to a new advisor, but feel awkward and don't know how to make the change?

Here are some of the comments I've heard too often over the last year:
  • I never hear from my advisor
  • I don't trust my advisor
  • My advisor talks down to me
  • I don't think my advisor is doing what is best for me
The decision to change advisors is never easy but often necessary. In some cases, it can feel like a divorce. Like most big decisions, you'll feel better once you make a plan for change.

During this 30 minute lunchtime broadcast, we'll discuss:
  • How often you should be meeting with your advisor
  • Find an advisor you feel confident working with
  • Partnering with a professional who empowers you with financial education
Attend if you want to:
  • Move forward with your financial goals in 2021
  • Learn how to tell the good advisors from the bad
  • How to break the news that you are moving on without feeling the stress of guilt or obligation
The Permission to Prosper webcast series happens every month. Join CERTIFIED FINANCIAL PLANNER™ Lisa Krall as she shares her best financial planning tips. A recording will be provided to all who register. 

To register yourself or your friends, click the button on the right to receive the access information via email. Don't forget to save the date!

Here is to your continued prosperity, 

- Lisa Krall

Date and Time

Fri, Jan 15, 2021

12:00p - 1:00p EST

Location

Zoom Link Will Be Sent After Registration

PT1H
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