We thought we would share these eight reasons that clients fire advisors. They are provided by a Financial Advisor in Philadelphia. Clients have the right to expect financial advisors to be honest, but also to care about them as people, not just figures in an account.
Arie J. Korving, a CERTIFIED FINANCIAL PLANNER™ professional, has been delivering customized wealth management solutions to his clients for more than three decades. Prior to co-founding Korving & Company, he was First Vice President with UBS Wealth Management and held management positions with General Electric.