Thinking of Leaving Your Financial Advisor?
Here’s how to do it confidently, calmly — and without the awkwardness.
Download the free Advisor Switch Kit to learn the exact questions to ask, red flags to watch for, and how to make a smart transition when the time is right.
What's in the
Advisor Switch Kit?
Know What to Ask:
What your current advisor should be talking about
Spot the Red Flags:
Signs your portfolio may be off course
Make a Smooth Exit:
Steps to switch advisors with minimal hassle
Most people don’t leave their advisor because of performance — they leave because of poor communication, lack of personalization, or simply being ignored.
If something feels “off,” trust your gut — and start with a second opinion.
Want to Talk First?
Not sure if switching is the right move?
📞 Book a free, no-pressure strategy session — we’ll walk through your current setup together.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Morin Private Client Group is an investment adviser registered with the Securities and Exchange Commission (SEC ). *Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Morin Private Client Group or any person associated with Morin Private Client Group has achieved a certain level of skill or training. Important Disclosure Information | ADV 2A | CRS