Switching Financial Advisors: Questions to Ask Before You Make the Move
A look at the records to pull, the questions to ask a prospective advisor, and the topics to clarify before leaving your current one.
Capivise insights
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
How ACATS Transfers Work When You Switch Financial Advisors
What an ACATS transfer actually moves, how long it takes, and the questions worth asking before you leave one advisor for another.