Switching Financial Advisors

How to Switch Your Financial Advisor

Switching financial advisors can be awkward and uncomfortable, so many people avoid it. You may have known your financial advisor for a long time, and feel loyalty. They might be a personal friend, or someone who’s coached your kids in soccer. Maybe your parents worked with them, or working with them just feels easy because, let’s face it, who wants to go through the hassle that you’ve heard comes along with switching your financial advisor?

Inertia, unfortunately, feeds the big firms of the financial industry. They know how uncomfortable this can be, and they bank on it. Literally.

Overcome the Inertia and Switch Your Financial Advisor

At One Day In July, we believe in short-term discomfort for long-term gain. We believe in low fees, in transparency, in the word "fiduciary” being used the way it should be, and in you being the steward of your own money. We make financial advisor switches as smooth and streamlined as possible. Many relationship switches can be awkward. Isn't your health, wealth, and happiness worth a few awkward moments?