Tag: Wealth Advisor

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

In today’s world of relationships, if you are ignored, you’re being ‘ghosted.’ 

Basically, the person doing the ghosting has decided that they no longer care about you.

Do you feel this way about your financial advisor? If they don’t regularly communicate, share market advice or insights, or return your calls, you are likely being ghosted.

Is it time to fire your financial advisor? 

Join Michelle Gessner, CFP® as she lists the 5 Signs that you need to fire your financial advisor. Feel assured you’re making the right decision as Michelle emphasizes your right to regular communication, personalized financial planning, and having shared values with the professional that manages your investments.

Heed this as a warning that it’s time to move on as Michelle covers:

  • The importance of regular communication whether by phone, email, or in-person
  • Credential concerns; Are they a fiduciary or have financial certifications?
  • Aligning your investment goals and philosophies with your advisor
  • Warning signs that they may not be a good fit for you and your planning needs
  • How to fire your financial advisor
  • And more


Connect with Michelle Gessner: 

About Michelle Gessner: 

As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her client’s interests. Her greatest joy is working to do what is right for them and be their voice.

Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management. 

As a CERTIFIED FINANCIAL PLANNER™ professional,  she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.