A Hippocratic Oath for Financial Advisors? feat Vance Barse

14/08/2020 1h 2min Temporada 1 Episodio 3

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Episode Synopsis

In episode three, we sit with Vance Barse of Your Dedicated Fiduciary, and we discuss everything from fintwit to being a fiduciary. We also hear from Vance about common gaps that financial advisors leave in financial planning for their clients, and his unique approach when working with clients.