9 reasons it's time for a new financial plan
You wonder whether you are still your financial advisers ideal client
Your life has changed and so too has your financial adviser's. Do your financial planning needs reflect the services and advice that fall into your adviser's "sweet spot?" Never asked before? Go ahead, you have a right to do so. Ask your adviser to describe what the "typical client" looks like in his or her office. If you don't measure up, it may be time to rethink the relationship.