3 Reasons to Fire Your Financial Adviser (and How to Do It)


It’s hard to believe that it’s been almost 30 years since Jerry broke up with Gillian on Seinfeld because of her “man hands.” This continued a central theme of the show: Jerry simply could not find anyone without deal-breaking faults.

There was a time in my career when I’d get excited about a “Jerry” coming into the office. Sure, they have had three financial advisers in just as many years, but this time would be different… Fast-forward to today, I’m hopeful to weed out those folks who probably should have never hired an adviser in the first place.





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