Peter Dunn: Your financial adviser is changing firms. What now?

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2 thoughts on “Peter Dunn: Your financial adviser is changing firms. What now?

  1. He said: “I haven’t met with him yet to discuss if I will be following him…” The financial advisor might have a non-compete that prevents him from calling you directly. [Kind of like Pete’s girlfriend, but in a legal sense.] So, you might need to make the first move.

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