InvestTalk
When and How to Change Financial Advisors
22 October 2025 44:47 Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Listen to episode
About this episode
I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional.
Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.
Our Sponsors:
* Check out Anthropic: https://claude.ai/INVEST
* Check out Progressive: https://www.progressive.com
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
More AI podcast episodes
Browse all →Want to find AI jobs?
Join thousands of AI professionals finding their next opportunity