What does fiduciary mean to you?
Here’s my definition of fiduciary.
It’s more than just acting in the best interest of our clients. It’s being responsible, proactive, involved in every aspect of our client’s financial well-being. Making sure every investment and every interaction is suited to your needs. We serve you. We look out for you. We care for you.
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Being a fiduciary means more than just acting in the best interest of your clients.
Watch one investment advisor talk about what fiduciary means to her.