Financial Advisor Explains: 5 Reasons To Fire Your Advisor

Learn more about our services at https://www.parallelwealth.com/planning

As an independent financial planner, I speak with people regularly who have been working with financial 'advisors' who are charging high fees without providing any real value. And so in this video, I’ll discuss 5 key things to look out for in an advisor and provide actionable steps if a change is needed.

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.

TIMESTAMPS:
0:00 - Intro
0:46 - Certifications
3:17 - Fees & transparency
5:02 - Fiduciary duty
5:58 - Personalize advice
9:03 - Peace of mind
10:17 - Ask questions
11:31 - Explore other options
14:21 - Interview multiple people