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Financial Myth: Financial Advisors Making Commissions Can Provide Impartial Advice
Manage episode 420727753 series 2864884
المحتوى المقدم من Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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In this episode, we discuss the myth that financial advisors who make commissions can provide impartial advice.
We define impartial advice as someone who is not directly involved in a particular situation and is able to give a fair opinion or decision about it.
Travis shares his experience in the industry and explains the various incentivized compensation structures that financial professionals receive, such as upfront commissions, new asset bonuses, and proprietary products.
We highlight the conflicts of interest that arise when advisors are motivated by their own financial gain rather than the best interests of their clients.
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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
فصول
1. Financial Myth: Financial Advisors Making Commissions Can Provide Impartial Advice (00:00:00)
2. Financial Advisors and Impartial Advice (00:00:07)
3. Financial Advisory Compensation Structures (00:08:59)
4. Conflicts of Interest in Financial Advisory (00:12:17)
5. Financial Advisors and Sales Tactics (00:24:53)
6. Financial Advice and Conflicts of Interest (00:30:22)
7. Attracting Clients With Integrity (00:42:09)
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