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Why Working With A Fiduciary Financial Advisor Is So Important Thumbnail

Why Working With A Fiduciary Financial Advisor Is So Important

Ep 18: Why working with a fiduciary financial advisor is so important

Many consumers who hire financial advisors may think that these advisors have the legal, moral, and ethical obligation to put their interests ahead of everything else when it comes to delivering financial and investment advice. I think it would be shocking to a lot of these same people when they learn that the large majority of financial advisors don't abide by that kind of obligation.

Many financial advisors are not considered true fiduciaries. They don't have the requirement to put their client's best interests ahead of there own at all times. This can create tremendous amounts of conflict of interest.  This conflict can directly affect the quality and appropriateness of the advice and guidance you receive.

So in this episode, Derek walks you through:
- What a true fiduciary financial advisor is
- What standards a broker/financial advisor must uphold
- Examples of a broker relationship and a fiduciary relationship
- How to uncover if a financial advisor is a fiduciary
- What to do if you are not working with a fiduciary advisor

Enjoy the episode!

You can contact Derek on Social Media at:

https://twitter.com/derekjdelaney
https://www.linkedin.com/in/derekdelaneypharmdfp/
https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050

Or by email at:
derek@pharmfp.com

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