The Educated Investors Blog

When to Transition From an Underperforming Advisor With Professional Discipline

When to Transition From an Underperforming Advisor With Professional Discipline

Paul Powell
Published on: 01/11/2025

When is it time to replace an advisor? Learn how to evaluate underperformance and transition from an advisor using data, structure, and professional discipline.

Advisor SelectionEvidence-Based Investing
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Evidence-Based Hiring: Bringing Institutional Standards to Advisor Selection

Evidence-Based Hiring: Bringing Institutional Standards to Advisor Selection

Paul Powell
Published on: 01/11/2025

Learn how Evidence-Based Hiring™ brings institutional rigor to evaluating financial advisors—using proof, not persuasion, to build trust.

Advisor SelectionEvidence-Based Investing
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