Is It Time to Fire Your Financial Advisor? Here’s How to Do It Right with Lesley-Anne Scorgie скачать в хорошем качестве

Is It Time to Fire Your Financial Advisor? Here’s How to Do It Right with Lesley-Anne Scorgie

You’ve been with the same financial advisor for years. Maybe they helped you get started, maybe they feel like a trusted friend, but something isn’t sitting right anymore. The advice feels off. The fees feel high. And you’re wondering… is it time to move on? In this episode of Moolala: Money Made Simple, Bruce Sellery speaks with Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, about how to end a relationship with a financial advisor professionally, confidently, and without unnecessary stress. They cover: 💭 Why it can feel harder to leave a financial advisor than to change mechanics or service providers 🚩 Common red flags — from high or unclear fees to misaligned advice 📊 How to assess whether the relationship is still working for you 🗣️ What that “breakup conversation” can actually sound like 💰 Why understanding your total all-in fees is critical before making a decision 🔄 When a relationship may be fixable — and when it’s time to walk away 🧾 The logistics of switching advisors, including paperwork and timelines 🔍 Alternatives to traditional advisors and how to find the right fit going forward If you’ve been putting off this decision because it feels awkward or complicated, this episode will help you move forward with clarity — and confidence. Listen to more Moolala episodes: Spotify:https://open.spotify.com/show/0Laaa1q... Apple Podcasts: https://podcasts.apple.com/ca/podcast... ------------------------------------------------------------------------------------------------------------------------- break up with financial advisor, fire your financial advisor, changing financial advisors Canada, financial advisor fees Canada, bad financial advice, how to switch financial advisors, personal finance Canada, advisor red flags, fee-based vs commission advisors, DIY investing Canada, robo-advisors Canada, MeVest, Lesley-Anne Scorgie, Bruce Sellery, Moolala podcast #BruceSellery #Moolala #MoneyMadeSimple #LesleyAnneScorgie #MeVest #FinancialAdvisor #AdvisorFees #PersonalFinanceCanada #MoneyDecisions #FinancialWellness #InvestingCanada #KnowYourFees #MoneyConfidence #FinancialAdvice