Episode 88: What’s a Fiduciary?

Have you ever wondered what the word fiduciary means? This buzzword seems to be everywhere these days but most people aren’t exactly sure what it means. Join Katie, Cort, and Cam as they break down this term and discuss how it applies to financial advisors. We’ll kick off the show with our list of the most manipulative characters in cinematic history – aka those who would be terrible fiduciaries. Then, we’ll jump into the concept of “best interest” and why regulations matter in the world of finance. Join us as we answer important questions like “how do I know if I’m working with a fiduciary?” and “is a robo-advisor a fiduciary?”

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The List: Most Manipulative Movie Characters

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Hashtags of the week: #Fiduciary #BestInterest #PeelTheOnion #RelationshipGoals #RobotFiduciary #HelpMeHelpYou #ReginaGeorge #BurnBook #WhatsBehindYourCurtain

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• Produced by Cameron Spann | Powered by Pickler Wealth Advisors
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