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MONEY IN A MINUTE What is a Fiduciary?
Manage episode 406078689 series 1174726
Inhalt bereitgestellt von Money Guide with Mary Sterk and Mary Sterk. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Money Guide with Mary Sterk and Mary Sterk oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices sterkfinancialservices.com
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Manage episode 406078689 series 1174726
Inhalt bereitgestellt von Money Guide with Mary Sterk and Mary Sterk. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Money Guide with Mary Sterk and Mary Sterk oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices sterkfinancialservices.com
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