Should You Have More Than One Financial Advisor?
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Should You Have More Than One Financial Advisor?
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Having two advisors might sound like twice the insight, but it often leads to twice the confusion. In this episode, Liz breaks down the pros and cons of splitting your investments between multiple advisors and explains when it can create unnecessary complexity, overlap, and conflicting advice. You’ll learn why a cohesive, team-based approach- led by one trusted advisor- can simplify your retirement planning and help all your financial pieces work together smoothly.
Here’s some of what we discuss in today’s show:
- Why some investors choose multiple advisors
- When two advisors can actually work against you
- The importance of one “quarterback” advisor to unify your plan
- Special situations where more than one advisor might make sense
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
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