Wealth Management Unwrapped, Revised and Expanded by Charlotte B. Beyer

Author:Charlotte B. Beyer
Language: eng
Format: epub
ISBN: 9781119403678
Publisher: Wiley
Published: 2017-07-27T00:00:00+00:00

How will I know?

First, take the time to observe your impulse or desire to fire your advisor. Are your reasons valid? If you were to voice your complaints, would it be possible that your advisor could fix what’s broken?

Try writing down what the issues are, and what, if you were the advisor, you could do to remedy the situation. If a fix seems impossible, you may be correct in terminating the relationship now. However, if you see a way to fix what’s broken, open up the dialogue. You may be amazed at how quickly certain broken pieces of your relationship can be repaired.

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