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When you meet with a financial advisory for the first time you're probably going to have a laundry list of questions to ask. But there's one question that is more important than others. Are they a fiduciary? Before we can dig into why this question is important you need to understand what a fiduciary is.
Casey Halliley breaks that down in the sixth edition of the More Than Money podcast.
5
1515 ratings
When you meet with a financial advisory for the first time you're probably going to have a laundry list of questions to ask. But there's one question that is more important than others. Are they a fiduciary? Before we can dig into why this question is important you need to understand what a fiduciary is.
Casey Halliley breaks that down in the sixth edition of the More Than Money podcast.
366 Listeners