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

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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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