EPISODE · Apr 25, 2023 · 25 MIN
When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)
from Own Your Wealth · host Jason Deshayes
“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client? In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor. Dave and Jason discuss: How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker How reaching sales goals can affect personal financial advice and the client’s best interest And more Connect with Dave: LinkedIn: Dave McDougall Cook Wealth: Dave McDougall Resources: Linkedin: Cook Wealth Cook Wealth Connect with Jason: Linkedin: Jason Deshayes
Embed this episode
What this episode covers
“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client? In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current … Continue reading When Advisors Can Actually Advise with Dave McDougall, CFP (Ep. 3) →
NOW PLAYING
When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)
No transcript for this episode yet
Similar Episodes
No similar episodes found.