I have an investment account with an investment company and a separate 401k account from the company I worked for. And I have accounts with other banks and credit unions which I have managed on my own.
the advisor at the investment company always asks me to turn over part or all of my 401k to them. And at times suggested I move all my assets to this investment company. I transferred a modest amount maybe 10 years ago. This advisor keeps asking me to transfer more, saying others with same 401k have done that and are happy. Last time I met this advisor wanted to see the 401k statement.
I’m looking for a way to effectively end this conversation. Like is this type of conversation normal?