There are important distinctions to be considered when looking for your own financial planner. Simply put, advisors who uphold the fiduciary duty are held to a different ethical standard than those who do not. A financial standard of care of sorts. It calls on the advisor to act in a client’s best interest, the same as attorneys and medical doctors who follow this code, calls on the financial advisor to fully disclose all conflicts of interest, including whether or not one recommendation pays a higher Commission than another.
MARK FRICKS
ATLANTA – In this episode, Mark and Evan Fricks navigate true fiduciary responsibility versus the suitability standards in financial advice. Discover why MasterPlan embraced the fiduciary standard, where we are committed to transparency and your best interests. This episode explores why it might be best to partner with an advisor whose success is measured by yours on your roadmap to a secure and prosperous future.
