Dear Rochester, Retire Well

Dear Rochester, Retire Well

How To Change Financial Advisors (Ep. 63)

June 28, 2023

If you’re looking for a financial advisor or for a new one, it’s not difficult to do! The toughest part is finding why you need to make the change.

In this episode, David Pulcini talks about how to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor to a new one. He walks through how changing financial advisors actually happens, what is involved, and what you have to do in order to make that change.

David discusses: 

  • The process of changing an advisor
  • The emotional implications that can complicate the decision to change your advisor
  • The value a financial advisor brings to the table
  • And more

Book Time with David Pulcini:

Connect with David Pulcini: 

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.