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Teamwork is great, but you want to keep your circle as small as possible when it comes to your financial planning. You may think that having two advisors will make you more competitive, but it just makes things harder for yourself!
In this episode, David Pulcini and Marshal Scheidt share six of the many reasons why you should limit your number of financial advisors to one. David also shares the one scenario where it may make sense to have two advisors and more.
David and Marshal discuss:
- The six reasons why having more than one advisor is not a good idea
- How lack of coordination in planning can hurt your financial planning
- Different opinions can cause conflicts for your future
- How easily miscommunications between advisors can lead to significant financial impact