Decoding the Duties of Financial Advisors: Are Your Interests Their Top Priority?

Hop in to discover the differences between financial advisors and registered investment advisors and why these discrepancies matter when it comes to fiduciary responsibilities.

Key takeaways to listen for

• 02:39 Reasons some financial advisors can’t be trusted 

• 06:50 Selling away and the challenges it poses for financial advisors

• 11:29 Why you should know who's managing your money and giving you advice

Resources mentioned in this episode

• CAGR Investments 

• Wells Fargo

• Fidelity

• Raymond James 

• Blackstone

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