F Is For FIDUCIARY
Broker, money manager, wealth manager, private banker, accountant, stock broker, investment advisor...financial services has so many titles for very similar positions. Host Dano Weir dives into a perhaps more important word that begins with F, FIDUCIARY. What is it? How is it different than a Broker? Why does that matter for YOU? Sonoma Wealth's Managing Principal Chris Sipes CFP® and Director of Growth Rachel Schuyler have both seen the various twists and turns of the industry throughout their career. They join Dano to help YOU understand the three main divisions in the financial services…
The skinny
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