MyMoney Online, The Personal Finance series with Warren Ingram

How to break up with your financial advisor

The financial advice industry is profoundly rooted in the relationship between client and advisor.

When the relationship has run its course, it still takes many people years to leave their advisor.

Most people don’t enjoy confrontation.

It may feel like you’re firing a friend.

The Money Show’s Bruce Whitfield interviewed Galileo Capital Finance Advisor Warren Ingram for his weekly personal finance feature.

Ingram spoke about how to break up with your financial advisor.

Scroll down for quotes from the audio below.

I know more about some of my clients’ lives than their wives or husbands!

Warren Ingram, Galileo Capital Financial Advisor

If you don’t feel comfortable asking difficult questions; this is a situation you need to rectify quickly.

Warren Ingram, Galileo Capital Financial Advisor

The moment your advisor don’t return your calls you need to end the relationship.

Warren Ingram, Galileo Capital Financial Advisor

I’ve ended about 12 relationships with paying clients.

Warren Ingram, Galileo Capital Financial Advisor

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This article first appeared on 702 : How to break up with your financial advisor


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