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What It Means to Be a Fiduciary With John Williams
Manage episode 475227445 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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
243 episodes
Share
Manage episode 475227445 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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
243 episodes
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Similar to The Agent of Wealth
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
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…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
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continue reading
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…
continue reading
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…
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continue reading
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