Is It Time to Switch Financial Advisors? Key Questions to Ask Yourself

Ever get a gut feeling that your financial advisor just isn’t the right fit for you? You’re not alone. In this episode of The Wealth Cafe, host Caroline tackles the often-unspoken doubts many women have about their advisor relationships. She dives deep into the common scenarios that prompt people to switch advisors—like outgrowing your current advisor, experiencing reactive (instead of proactive) communication, or just not feeling comfortable reaching out with questions.

Caroline shares insightful questions to ask yourself before making a change, from understanding your own communication style to scrutinizing an advisor’s expertise, fee structure, investment philosophy, and willingness to look at your whole financial picture—not just your investments. Plus, she highlights some red flags to watch out for when considering a new advisor.

Whether you’re feeling unsure about your current advisor or just want to ensure you have the best possible financial partnership, this episode offers clarity, real-talk, and practical steps to help you make confident financial decisions. Tune in to discover if it might be time to make a switch—and how to find the right advisor for you.

Ready to explore your options or get a second opinion? Caroline invites listeners to reach out for an intro call and start building the financial future you truly deserve.