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Episode 25: What Does It Really Mean to Be a Fiduciary?
Season 2, Episode 4: What Does It Really Mean to Be a Fiduciary?
In this episode, Brett Croft and Chris break down what it truly means to be a fiduciary and how to tell if your advisor actually is one. They discuss compensation models, product sales vs. advice, willingness to put fiduciary duty in writing, full disclosure of conflicts, and the telltale “vibe” when fees come up. If you want to know whether someone is legally required to put your interests first, this episode delivers the practical framework and red flags you need.
Tune in to get the questions that matter when choosing or evaluating a financial advisor.
Send us an email at: [email protected]
Produced by 32Q LLC
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By Brett Croft, CFP®, CFA®, CTFA®Season 2, Episode 4: What Does It Really Mean to Be a Fiduciary?
In this episode, Brett Croft and Chris break down what it truly means to be a fiduciary and how to tell if your advisor actually is one. They discuss compensation models, product sales vs. advice, willingness to put fiduciary duty in writing, full disclosure of conflicts, and the telltale “vibe” when fees come up. If you want to know whether someone is legally required to put your interests first, this episode delivers the practical framework and red flags you need.
Tune in to get the questions that matter when choosing or evaluating a financial advisor.
Send us an email at: [email protected]
Produced by 32Q LLC