Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever.
In this episode, you will learn:
- What it truly means to be a fiduciary financial advisor — and why it should matter to every client.
- How to determine if your financial advisor is legally obligated to act in your best interest.
- The most common misconceptions about fiduciary advisors — and the truth behind them.
- How a fiduciary approach can enhance every aspect of your financial plan, from investments to values-based decision-making.
- And more!
Tune in to learn how working with the right fiduciary advisor can bring confidence and clarity to your financial decisions, no matter what stage of life you're in.
Resources:
Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
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