Thinking of leaving your financial planner? Breaking up is not hard to do.
If you’re thinking of changing financial planners, you’re not alone. A 2015 survey of Australian financial planners conducted by Business Health showed that 23% of existing clients become disengaged in less than three years; 35% of clients take somewhere between three and seven years to feel the same way; and after seven years, a whopping … Continue reading Thinking of leaving your financial planner? Breaking up is not hard to do.
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