• How to Switch Investment Advisors

  • 2025/03/10
  • 再生時間： 1 時間 13 分
  • ポッドキャスト

How to Switch Investment Advisors

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Are you frustrated with your current investment advisor? You're not alone! Many investors switch advisors due to high fees, poor service, or a lack of alignment with their personal values. But how do you make the move smoothly?

    Join host Tim Nash and special guest Darryl Brown, Portfolio Manager and Head of Eastern Canada at Genus Capital Management, as they break down the process of transitioning to a new advisor. Before diving in, we kick off with a discussion on Canada’s new tariffs and what they could mean for your investments.

    Join Tim's classroom: https://www.goodinvesting.com/classroom

    Sign up for a free consultation with Darryl: https://genuscap.com/goodinvesting

    Request a free consultation with Tim: https://goodinvesting.typeform.com/to/ovjeYT6k

    Support the show
    続きを読む 一部表示

あらすじ・解説

Are you frustrated with your current investment advisor? You're not alone! Many investors switch advisors due to high fees, poor service, or a lack of alignment with their personal values. But how do you make the move smoothly?

Join host Tim Nash and special guest Darryl Brown, Portfolio Manager and Head of Eastern Canada at Genus Capital Management, as they break down the process of transitioning to a new advisor. Before diving in, we kick off with a discussion on Canada’s new tariffs and what they could mean for your investments.

Join Tim's classroom: https://www.goodinvesting.com/classroom

Sign up for a free consultation with Darryl: https://genuscap.com/goodinvesting

Request a free consultation with Tim: https://goodinvesting.typeform.com/to/ovjeYT6k

Support the show
続きを読む 一部表示

How to Switch Investment Advisorsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。