004: Are You Sure You Work With a Fiduciary Adviser?
Manage episode 317957911 series 3294668
Did you ever wonder what it means for someone to be a "fiduciary" adviser? Did you know your Wealth Manager might not be a fiduciary? Today we will talk all about the different types of advisers out there, why they aren't all advisers, and how to tell the difference. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
Subscribe to my newsletter: advisercheckup.substack.com/welcome/
Checkout my website: https://www.advisercheckup.com
Connect on Instagram: https://www.instagram.com/advisercheckup/
Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
61 tập