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Podcast: The Financial Leverage Point
Episode: The Worst Mistakes Investors Make When Changing Advisors (Ep. 15)
Description: Are you considering changing financial advisors, but unsure about the pitfalls to avoid?
Want to know the biggest mistakes investors make when searching for a new advisor?
Join John Iannucci as he dives into the critical task of selecting the right financial advisor, discussing the pitfalls of focusing solely on fees, the risks of pitting advisors against each other, and the dangers of the DIY investor mindset. John emphasizes the importance of a fiduciary advisor and offers key questions to ask potential advisors, all aimed at ensuring your financial strategy aligns with your ambitions.