3 Advisor-Client Relationship Types (Ep. 2)

20/04/2021 10 min
3 Advisor-Client Relationship Types (Ep. 2)

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Episode Synopsis

Last time we reviewed much of what is wrong with the financial industry, so today we're going to focus on the positive solutions. We highlight three different ways that the advisor-client relationship is typically structured. Hopefully this will help you determine which, if any, is right for you. What is a Fiduciary? About Me For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch  You can also find Loren by visiting his Podcast Page or at [email protected]    Additional Resources Discussed on the Show Healthy, Wealthy, & Wise YouTube