Your broker is supposed to be your guide, your coach, your partner in building wealth. But what happens when the guidance starts to feel like guesswork, the partnership becomes one-sided, and your financial future is staring at you from the driver's seat? Breaking Up With Your Broker is the strategic eye-opener for anyone who suspects their broker might be holding them back—but isn't sure how to move forward without burning bridges.

This book isn't about blaming or drama. It's about clarity. It equips you with a clear framework for identifying when your relationship with your broker is no longer serving your goals—and when staying could cost you more than changing course ever would. You'll learn to spot the real opportunities for acting with intention: when transparency turns into ambiguity, when fees outweigh value, when advice seems convenient rather than customized.

You'll also see how easy it is for people to confuse activity with alignment. Trading more doesn't mean earning more. And a broker who's busy doesn't necessarily mean they're focused on your success. This book explores the signs that a broker isn't engaging with your values, your risk tolerance, or your long-term vision. It shows you how to assess whether what you're getting is still worth what you're paying—and what you should do about it if the answer is no.

Once you recognize the problem, what then? Breaking Up With Your Broker doesn't leave you hanging. It guides you through the delicate art of transition—how to move forward professionally, respectfully, and without losing your momentum. You'll learn how to review your portfolio without bias, interpret reports without glossing over risk, and initiate conversations that feel firm but fair.

Change is never easy—but it becomes manageable when you're equipped. You'll walk through the paperwork, the timing, the professional language that keeps relationships intact even when accounts change hands. You'll also learn how to choose a new advisor once the relationship shift is in motion. What questions should you ask? What red flags should you never ignore? How to spot someone who values your interests—not just their commission?

But this book isn't just a checklist. It's a mindset shift. Managing money isn't just about returns. It's about respect. It's about communication. It's about accountability. You'll learn how to set clear expectations and hold people—and yourself—responsible. You'll discover how to use reports and data not to hide behind jargon but to build a real financial partnership that aligns with the life you want, not just the market your broker knows.

The emotional side of breaking up gets attention too. This split may carry guilt, anxiety, or fear of missing out. This book helps you face those emotions without letting them derail your progress. It gives you language for discussing your choices with family, friends, or a new advisor. It reminds you why self-advocacy isn't selfish—it's smart.

You'll walk away knowing how to identify what you really want from your financial relationship: clarity, access, value, integrity. How to speak up without risking your returns. How to spot passive-aggressive tactics or misaligned incentives. And how to act decisively when the brokerage no longer puts your interests first.

Breaking Up With Your Broker isn't for people searching for drama. It's for those seeking direction. For anyone who suspects their financial relationship has outgrown its usefulness—or worse, is quietly limiting their growth. You'll leave knowing how to...