The 'Good Goodbye' Protocol

Firing your advisor is a technical process, not an emotional one.

Most high-net-worth individuals lack a protocol for ending a professional relationship. This leads to friction, missing data, and unnecessary stress.

Use the 'Good Goodbye' Protocol:

Data Portability: Secure your cost-basis and historical records immediately.
Clean Break: Set a professional timeline for the revocation of authority.
Objective Success: View the transition as the next logical step in your wealth journey.

Watch the full podcast episode for more details: https://youtu.be/7FlvBHlU2iM

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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.

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