Ep 15: Is your financial advisor a fiduciary?
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Ep 15: Is your financial advisor a fiduciary?
How do you know if you are working with a financial advisor who is operating under the fiduciary standard? This episode discusses the choice advisors have, and how clients can know the difference.
The Financial Purpose Podcast
Straight talk about aligning Business, Money, and Investing to your financial purpose.
Straight talk about aligning Business, Money, and Investing to your financial purpose.Listen on
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Dale Shafer II, CFP®
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Ep 15: Is your financial advisor a fiduciary?