Is It Time for a New Financial Advisor?
There are many reasons individuals choose a specific financial advisor to work with. One of the biggest reasons is based on a recommendation from a family member or close friend. While this can sometimes work out, it doesn’t always. There are certain signs you should look for to indicate whether you should find a new financial advisor like Matthew Dixon in Asheville, NC.
Lack of Responses
In the financial world, time is of the essence when it comes to answering calls. Sometimes there’s a time-sensitive investment opportunity that arises that requires a fast response to get advice. When that doesn’t happen, you can miss out on an amazing chance to increase your assets. If your financial advisor is no longer answering your calls in a timely manner, it may be time to look for a solid team like you can find with Matthew Dixon in Asheville, NC.
Too Many Sales Tactics
Some financial advisors seem more interested in pushing particular products than understanding their clients needs and tailoring a solution to meet them. This is a major red flag that means you should be looking for a new financial advisor. When you choose someone like Matthew Dixon in Asheville, NC, you can rest assured you will get advice that is customized to your unique situation and goals, rather than a push to sell you products that fulfill the company’s bottom line instead.
A Strained Relationship
When it comes to financial matters, it’s important to feel completely comfortable with your advisor. You need to be able to trust their advice and feel as if they have your best interests at heart. Many advisors start out attentive to their clients, but then back off as they become more comfortable, leading to a strained relationship. If this has happened to you, it’s time to start looking for someone new.
If you need a new financial advisor, visit the TruNorth Advisors website to schedule an appointment with Matthew Dixon in Asheville, NC.