Episode 184 - Why People Switch Financial Advisors

Send us a text Many veterinarians switch advisors for reasons that have nothing to do with performance—and everything to do with communication, clarity, and trust. In this episode, CJ and Tom unpack the most common breakpoints: “I never hear from them,” unclear fees and value, chasing returns without a real plan, and relationships that simply outgrow the advisor. They explain how to set expectations, what a true plan looks like beyond investments, and why simple, repeatable decisions compound more than headline returns. If you’re wondering whether your current relationship is working, this conversation gives you a thoughtful checklist—and a nudge to get a second set of eyes if something feels off. Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/ Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.  5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/ Find out what you could be overlooking within your practice by taking our brief assessment  Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/ Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.  Schedule a time-https://flveterinaryadvisors.com/contact-us Check out our social media channels  Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ