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What does it mean to be INDEPENDENT within financial services? image

What does it mean to be INDEPENDENT within financial services?

One Day Advice Podcast
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0 Plays2 years ago

You already know the story of independence and the 4th of July. What you may not know is what independence means within the financial services industry, why it’s important, and how it likely impacts you.

In this episode, we cover why the quality of financial advice ranges significantly and what you can do to increase the likelihood that you receive great value. Two big factors contributing to this range in quality comes from WHO the advisor works for and HOW they are compensated.

Do you know if your advisor is a fiduciary who is providing advice that's in your best interest? If you're unsure, give this episode a listen today.

Being independent means you have cut associations and dependency from a larger institution freeing you to provide advice that is in the client's best interest. 

Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast.

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