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Jill on Money with Jill Schlesinger

Should I Find a New Advisor?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 3 November 2020

⏱️ 9 minutes

🧾️ Download transcript

Summary

Paying your advisor a fee that's a percentage based on the account value is commonplace, but what happens when you feel like you're not getting much in return? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money Podcast. It is Tuesday, November 3rd. It is election day.

0:10.4

Oh brother, I mean, who knows, we don't, this could be a crazy week ahead.

0:17.0

There's probably going to be lots of volatility. There's probably going to be a lot of people

0:21.2

scratching their heads, watching the markets asking for

0:24.0

answers do me a favor don't do anything okay sit still don't do anything that will be

0:31.4

your best bet.

0:33.3

Meanwhile, if you have a financial question,

0:37.5

you can feel free to send us an email.

0:39.7

Ask Jill at Jill on Money.com. Ask Jill at Jill on Money. Ask Jill at Jill on money.com. Ask Jill at Jill on money.com. That's what David did and David is

0:48.3

joining us yes and the air it's so exciting if you want to join us on the air just make sure when you email us say hey I want to get on the air with you Jill and Mark

0:58.2

So that's what David did. He is on the line. He's from Kentucky.

1:02.6

Hi David, what can I do for you?

1:04.6

Question I have.

1:06.4

I'm trying to decide on a financial advisor.

1:09.6

About a year ago, my dad passed away and he left my brother and sister and I some money that he had

1:17.0

with Raymond James and the two different accounts he had.

1:22.0

And I went ahead and stayed with Raymond James.

1:26.8

That's the first financial advisor I've ever had.

1:30.9

And I've not been too happy with that.

1:33.3

And I'm wondering if I should switch to a fee-only advisor to look at my entire situation.

1:41.2

So why were you unhappy with the situation in staying there over the past year?

1:45.8

What do you think? What did you want that you didn't get?

...

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