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Now that you have decided to change your advisor, how then do you move to the next one? Moving from one advisor to another is a simple paperwork process that only takes days to be completed.
You can move from one advisor to another within the same custodian, or you can move from both an advisor and a custodian at the same time.
In this episode of the Secure Your Retirement podcast, we explain the processes of moving advisors and or both advisors and custodians. We also explain why your retirement planning investment won\\u2019t change in the moving process, plus the time it will take to complete the transfer.
In this episode, find out:
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If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.
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