Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Know when to switch advisors

7 May 2025 · 0 min

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0:25

This is a brief transcript excerpt from a YouTube video by Craig Wear, CFP® about recognizing when to consider changing financial advisors. The speaker references a downloadable resource available at the end of the video for learning more about advisor-related risks and emphasizes focusing on the immediate discussion of risk in this segment.

I also know when it's time to consider changing advisors, and we're not going to get into that in these videos. I have a resource I'm going to offer to you at the end of each of these videos that you can download for free. And you can kind of learn more about these risks, as well as the when to know when it's maybe time to consider different advisors. But let's focus in on the risk for right now. Those.