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Podcast: Digging In
Episode: When Should I Break Up with My Current Advisor? - Digging In
Description: Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.How do we know when the time has come to get a second opinion on our wealth or maybe even break up with our current advisor? We were able to snag some time with the very busy and highly sought after John Savarino, Investment Advisor Representative, to chat about what we should be looking for in regards to making sure we are working with the right advisor for each of our unique situations.<...