What Happens to Your Account when Your Financial Adviser Retires?
Tuesday - October 22, 2013 at 7:52 am
The population is getting older and in case you haven't noticed, your financial advisor may be graying around the temples, as well. What will happen to your accounts when he or she retires? For those of you whose financial advisors are nearing their retirement years, this could be an important question.
Mike Switzer interviews Doug English, a financial practice acquisition and continuity expert in Asheville N.C. He is also a Certified Financial Planner with Carolinas Retirement Specialists with offices in Charleston and Greenville, and you might recognize his name because we have sought his advice on topics for this show now for more than 10 years.