The Worst Mistakes Investors Make When Changing Advisors (Ep. 15)

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April 3, 2024 • 19 mins

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 …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Worst Mistakes Investors Make When Changing Advisors​​ (Ep. 15)