When to Fire Your Financial Advisor (and How to Find a Better One)

Most people spend more time comparing cars than they do evaluating their financial advisor. Wheeler and Colin dig into one of the most important — and most avoided — conversations in personal finance: how to know when the advisory relationship you're in isn't working, what it actually costs you to stay, and what to look for when you're ready to make a move.

They cover the difference between a fiduciary and a non-fiduciary advisor, how fee structures affect incentives, the real questions to ask when shopping for someone new, and the green flags that signal a genuinely good fit. They also make the case that switching advisors isn't disloyalty — it's financial self-advocacy. And yes, there's a fireplace analogy.

Whether you're actively unhappy with your current advisor, quietly unsure, or just starting out and trying to get it right the first time, this episode gives you the framework to evaluate the relationship honestly — and the language to act on it.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell