If you’ve researched financial planning and professional advice, chances are you have come across the word ‘fiduciary’.  But what does it really mean?  In this episode of Financial Clarity for Doctors, hosts Rachelle Vanderzanden and Corey Janoff unpack the word and other qualifications for Financial Advisors.

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Regulations and ethics standards are important, but when working with any professional, their ethics and your relationship with them will always be the most important.  Referrals can be a great way to find someone that has already built a trusting relationship with clients.  Folks are unlikely to refer you to someone they don’t trust!

For more financial planning tips from Corey and Rachelle, find them on social media!

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.