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Why You Need A "Fiduciary" To Manage Your Money
Manage episode 407321283 series 3559477
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⭐⭐ Why You Need A "Fiduciary" To Manage Your Money Today in this video, Rob goes over 5 reasons why a having a fiduciary is ESSENTIAL to building wealth. Having a fiduciary advisor is someone who must ethically AND legally act in their clients' best interests ahead of their own, with a duty to preserve good faith and trust. If you're picking a investment advisor or a financial advisor, why WOULDN'T you want a fiduciary to manage your wealth? Rob goes over 5 reasons why fiduciaries are the bare minimum criteria you should look for in an advisor including things like peace of mind, transparency, tailored advice, higher threshold of compliance, and a higher threshold to become a fiduciary.
Typically, the fiduciary requirements include either a CIM or a CFA designation, a minimum amount of years of experience, and a minimum assets under management threshold to be considered a fiduciary.
Tune in to this video to become better equipped with information to help propel your wealth building journey!
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