The Duty to End Well
Does your advisor’s 'Duty of Care' end the moment your check clears?
For many in the financial industry, the answer is a silent 'yes.' Once you stop being a source of revenue, you often stop being a priority. This isn't just bad service—it's professional abandonment.
A Sound strategy requires a 'Good Goodbye' protocol:
- Ethical Offboarding: A firm should treat your exit with the same professionalism as your entrance.
- Data Stewardship: You should never be 'ghosted' or left without access to your financial history.
- Strategic Continuity: Your next advisor should be able to pick up the baton without a hitch.
Watch the full podcast episode for more details: https://youtu.be/7FlvBHlU2iM
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.