Ep #21: 3 Levels of Care
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Ep #21: 3 Levels of Care
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About this listen
Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs.
You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.