EPISODE · May 11, 2022 · 37 MIN
Are you a Fake Fiduciary with Tom Hegna (Ep 21)
from Rethink. Financial Advice
Are you a fake Fiduciary? The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam and Derek are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He sheds some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories.Tom discusses:Where the financial service market is currently atWhy Fake Fiduciaries don’t look out for their client’s best interestAddresses why advisors survive less than 5 years in the insurance industryThe Importance of knowing the product you’re promoting at the right timeAnd More!Resources:Paychecks and Playchecks: Retirement Solutions for LifeRetirement Income Masters: Secrets of the ProsPaycheques and Playcheques: Retirement Solutions for CanadiansDon’t Worry, Retire Happy! Seven Steps to Retirement SecurityDon’t Worry, Retire Happy! Seven Steps to Retirement Security for CanadiansConnect With Tom Hegna:Linkedin: Tom HegnaLinkedin: TomHegna.comTwitter: Tom Hegnatomhegna.comConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanAbout Our Guest:Tom is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Are you a fake Fiduciary? The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam and Derek are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He sheds some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories.Tom discusses:Where the financial service market is currently atWhy Fake Fiduciaries don’t look out for their client’s best interestAddresses why advisors survive less than 5 years in the insurance industryThe Importance of knowing the product you’re promoting at the right timeAnd More!Resources:Paychecks and Playchecks: Retirement Solutions for LifeRetirement Income Masters: Secrets of the ProsPaycheques and Playcheques: Retirement Solutions for CanadiansDon’t Worry, Retire Happy! Seven Steps to Retirement SecurityDon’t Worry, Retire Happy! Seven Steps to Retirement Security for CanadiansConnect With Tom Hegna:Linkedin: Tom HegnaLinkedin: TomHegna.comTwitter: Tom Hegnatomhegna.comConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanAbout Our Guest:Tom is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! Hosted on Acast. See acast.com/privacy for more information.
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Are you a Fake Fiduciary with Tom Hegna (Ep 21)
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