EPISODE · Mar 26, 2026 · 55 MIN
Episode 25: What Does It Really Mean to Be a Fiduciary?
from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
Season 2, Episode 4: What Does It Really Mean to Be a Fiduciary?In this episode, Brett Croft and Chris break down what it truly means to be a fiduciary and how to tell if your advisor actually is one. They discuss compensation models, product sales vs. advice, willingness to put fiduciary duty in writing, full disclosure of conflicts, and the telltale “vibe” when fees come up. If you want to know whether someone is legally required to put your interests first, this episode delivers the practical framework and red flags you need.Tune in to get the questions that matter when choosing or evaluating a financial advisor.Send us an email at: [email protected] by 32Q LLC
Embed this episode
Ready to play
Episode 25: What Does It Really Mean to Be a Fiduciary?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.