Episode 184 - Why People Switch Financial Advisors

Smarter Vet Financial Podcast

Smarter Vet Financial Podcast
Episode 184 - Why People Switch Financial Advisors
Nov 07, 2025
Florida Veterinary Advisors

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Many veterinarians switch advisors for reasons that have nothing to do with performance—and everything to do with communication, clarity, and trust. In this episode, CJ and Tom unpack the most common breakpoints: “I never hear from them,” unclear fees and value, chasing returns without a real plan, and relationships that simply outgrow the advisor. They explain how to set expectations, what a true plan looks like beyond investments, and why simple, repeatable decisions compound more than headline returns. If you’re wondering whether your current relationship is working, this conversation gives you a thoughtful checklist—and a nudge to get a second set of eyes if something feels off.

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Episode Artwork Episode 184 - Why People Switch Financial Advisors 22:55 Episode Artwork Interview with Dr. Molly McAllister - Leadership, Energy, and Impact Beyond the Exam Room 25:46 Episode Artwork Episode 183 - Why Talking About Money Feels So Hard 26:51 Episode Artwork Episode 182 - The Biggest Problem Every Veterinarian Has in Their 60s 21:46 Episode Artwork Episode 181 - The Biggest Problem Every Veterinarian Has in Their 50s 22:55 Episode Artwork Interview with Matt Arena & Kia Banisadre of 360 Vet Sales: Selling Your Vet Practice the Smart Way 31:25 Episode Artwork Episode 180 - The Biggest Problem Every Veterinarian Has in Their 40s 17:58 Episode Artwork Episode 179 - The Biggest Problem Every Veterinarian Has in Their 30s 22:48 Episode Artwork Episode 178 - The Biggest Problem Every Veterinarian Has in Their 20s 24:11 Episode Artwork Episode 177 - Scared of Change? 20:56 Episode Artwork Interview with Dr. Michele Drake - A Journey of Vision, Growth, and Impact 23:46 Episode Artwork Episode 176 - Your Financial Destiny—Not Enough, Plenty, or Don't Care 21:33 Episode Artwork Episode 175 - Want Better Follow-Through? Make It Easier to Say Yes 18:34 Episode Artwork Episode 174 - Fact or Bias? What's Your Financial Plan Built On 18:46 Episode Artwork Episode 173 - For Practice Owners: Selling Your Business Way Before You Retire 20:09 Episode Artwork Interview with Dr. Link Welborn - Owning a Practice in an Age of Inflation and Innovation 21:54 Episode Artwork Episode 172 - 5 Critical Insurable Interests Every Veterinary Practice Owner Should Know 18:27 Episode Artwork Episode 171 - Decoding Home Ownership: Your Guide to Smart Buying 26:49 Episode Artwork A Candid Talk About Mental Health with Dr. William Anton, Licensed Psychologist and 3-Time Book Author 43:52 Episode Artwork Interview with Dr. Peter Weinstein - Why Most Vet Practices Struggle—and How to Fix It 27:17 Episode Artwork Interview with Eileen Rice - Estate Planning Essentials to Protect Your Family and Your Future 32:44 Episode Artwork Episode 170 - Annuities: Sorting Fact from Fiction in Your Financial Plan 21:43 Episode Artwork Episode 169 - Mixtapes, Memories, and Mayhem: A Nostalgic Dive Into Our Musical Journeys 19:20 Episode Artwork Interview with Dr. Jennifer Merlo, VP of Veterinary Affairs at Fear Free—Redefining the Veterinary Career Path 24:49 Episode Artwork Episode 168 - What’s Really Driving the Economy Right Now—And Why It Matters to You 19:25