))
Why You Need A "Fiduciary" To Manage Your Money
Manage episode 398524585 series 2631427
Το περιεχόμενο παρέχεται από το Rob Tetrault. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Rob Tetrault ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/
👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj
📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/
⭐⭐ 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!
#smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments
===================================================
📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
TikTok ➡️ https://www.tiktok.com/@robtetraultwealth
Instagram ➡️ https://www.instagram.com/robtetraultwealth/
Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/
LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/
Twitter ➡️ https://twitter.com/RobTetrault
299 επεισόδια
Μοίρασέ το
