Fiduciary Advisor
In this episode of Thinking Solo, I’m cutting through the industry jargon that confuses so many business owners. We’re breaking down the critical differences between fiduciary, fee-only, and fee-based financial advisors, and why choosing the wrong one can cost you more than just fees. It can cost you your business growth.
Financial planning isn't just about investments; it's about making sure your advisor's compensation model aligns with your family’s and business's goals, not theirs. Plus, I share an unexpected business lesson on innovation and avoiding complacency inspired by Toy Story 5…
The skinny
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