Jan. 21, 2025

Ep. 571: Why we told an emailer it's time to breakup with his financial advisor

Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
The Pete the Planner® Show
Ep. 571: Why we told an emailer it's time to breakup with his financial advisor

On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.