Should You Have More Than One Financial Advisor?
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Should You Have More Than One Financial Advisor?
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Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Think having two financial advisors gives you an edge? Think again. It might sound smart, but splitting your investments often leads to mixed messages, conflicting strategies, and costly mistakes. Today, Lee exposes the hidden dangers of a “too many cooks in the kitchen” approach to money, and why one clear, trusted voice can make all the difference in your financial future.
Here’s what we discuss in today’s show:
💸 Why People Split Money: common reasons investors divide their assets between firms
🗣️ Coordinating Advice: the challenge of getting everyone on the same page
📊 Returns Race: why chasing short-term performance hurts long-term goals
📉 Investment Overlap: certain strategies can double your risk instead of spreading it
Check out our upcoming workshops:
https://jlperkinswealth.com/attend-an-event/