Is It Time To Breakup With Your Broker?
Is your "financial advisor" actually a Broker? An insurance agent? Or a Fiduciary to you?
Host Dano Weir and Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® look at the key questions around the broker v. fiduciary divide. How are they paid? Why is a "suitable" investment for you perhaps very different than something in your "best interest"? Wait, why wouldn't your advisor show you something in your best interest? And find out your answer to this question- is it time to breakup with your broker?
Full video available on our YouTube Channel: https://youtu.be/rFLQZLj1Lc8…
The skinny
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