How to break up with your financial advisor

Good Investing with Tim Nash

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21d ago 43:20

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So you need to break up with your financial advisor. There could be many reasons: their fees are too high. They aren’t listening to you and your needs - and dismiss your values, including sustainability and ethical considerations. Or maybe they keep telling you that ethical investing means worse returns (it doesn’t!).

In this episode, Tim sits down with Darryl Brown, Portfolio Manager at Genus Capital Management, to walk you through exactly how to leave an advisor who isn’t serving you — and how to transition smoothly to one who respects your values and your financial goals.

They touch on the biggest red flags that signal it’s time to move on, how to find a values-aligned advisor and the step-by-step process (without the drama!).

Want to make a clean switch?

Book a Free Consult with Darryl at Genus: https://genuscap.com/goodinvesting

Debating between full-service and DIY?

Book a Free Consult with Tim to help align your investments with your values: https://www.goodinvesting.com/

Join Tim's classroom: https://giclassroom.com

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