9 min
Ep #21: 3 Levels of Care Wealth and Life
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- Inversiones
Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs.
You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21
Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs.
You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21
9 min