Investing With Purpose

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


Listen Later

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

                • Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering with Integrity Holdings Group to impact and empower small communities worldwide today!


                  Connect with Us

                  Are you interested in joining a community of like-minded individuals who aspire to build true wealth through real estate passive investing? Go to ⁠IHG Investor Club⁠ to learn more!

                  🎧Listen to our podcast: ⁠https://bit.ly/iwp-podcast⁠

                  🤝Connect with Steven: ⁠https://bit.ly/steven-libman⁠

                  💰 Start investing with purpose: ⁠https://bit.ly/integrityhg⁠

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                  Investing With PurposeBy Steven Libman

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