Episode 34: Why didn’t Judi’s advisor fight to win her back?

Judi left her financial advisor after 5 years—but what surprised her most was that they didn’t even try to win her back!

In this episode, Scott & Andriy explore why some advisors don’t fight to keep clients, what it says about their business model, and how investors can spot advisors who truly value their relationships.

If you’ve ever wondered how much your advisor really cares about your business, this episode is for you.

Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.