Changing Advisors

You Deserve A New Advisor… Getting Started Is Easier Than You Think

We’ve all had to do it. At some time or another we have had to move on from our doctor, tax preparer, insurance agent or even the person that cuts our hair. The anxiety that a client feels when initiating the change in an advisor relationship often keeps them from making changes that would be in their best interest.

As clients, we expect our professionals to stay up with market trends and changes that can benefit us.  Professionals who do not embrace the new technology and a genuine fiduciary relationship are being left behind.

When you choose to make the move, you will not need to have uncomfortable conversations. Wealth Plus of the Dakotas will handle all the necessary contact to move assets. Most professionals know that that only good approach to a client leaving is to thank them for their business, wish them luck and stand ready to help in the future should the need arise. Knowing that will not keep you from being anxious about moving on. However, that is OK when your future can benefit significantly from the change.