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Bear Bros: What Happens When Your Advisor Retires?

Updated: Aug 16, 2021

Whether you’re picking a pet breed, a new hairstyle, or even a financial advisor, oftentimes what you DON’T want is as important what you DO want. At Fairhaven, we pooled our experiences to create a fictional advisory group, the Bear Brothers, to demonstrate who we aren’t – leaning heavily on comedy to demonstrate the differences. In this clip of what goes down at the Bear Brothers, see how they divvy up their clients after an advisor "retirement." You’ll be shocked and appalled!