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Five signs it's time to fire your financial planner
The piece lists five warning signs of bad planning: poor communication with clients, abrupt changes in long term strategy, no clear strategy, too many transactions, and transient planners. It notes experiences of Ed Gjertsen and George Hallinan and urges careful questioning and evaluation of advisers.
MENTIONED IN THIS ARTICLE
Ed Gjertsen
Mack Investment Securities
George Hallinan
Leawood
Kan
Hallinans
Mike Stanfield
VSA Financial
Kansas City
Richard Salmon
Gtrust Financial Partners
Overland Park, Kan
David Twibell
Colorado Capital Bank
Denver