Stop Saying Fiduciary as a Financial Advisor

As a Financial Advisor your clients barely know what Fiduciary really means. The ones that do…just googled it and now are starting to doubt why you even used it in the first place. Quick Summary: “Do I really care as a retiree that you have to do what’s best for me because by law and some tests that you took tells you that you have to like H that really doesn’t tell me that you’re going to do the right thing right.” 💡 The need for financial advisors to explain the reasons behind their actions and decisions, rather than just claiming to do what’s best for their clients. 🧠 Honoring bids and treating clients right were ingrained in the speaker as a business owner, emphasizing the importance of integrity and customer satisfaction.