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From Wolf of Wall Street to Fiduciary RIA with Chuck Failla
Do you know what a PINO is? Not pinot, but P-I-N-O. An acronym coined by Chuck Failla, it distinguishes a “planner-in-name-only” salesperson from a fiduciary who is ethically bound to act in their clients’ best interests. On this Elementality, Reese welcomes Chuck. Discover how Chuck’s career has taken him from conflicted stockbroker to an influential RIA.
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By Jordan Haines, CFP®
4.8
3434 ratings
Do you know what a PINO is? Not pinot, but P-I-N-O. An acronym coined by Chuck Failla, it distinguishes a “planner-in-name-only” salesperson from a fiduciary who is ethically bound to act in their clients’ best interests. On this Elementality, Reese welcomes Chuck. Discover how Chuck’s career has taken him from conflicted stockbroker to an influential RIA.
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