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What is a Fiduciary Advisor and how can you tell if you're NOT one?

What is a Fiduciary Advisor and how can you tell if you're NOT one?

Released Wednesday, 12th July 2023
Good episode? Give it some love!
What is a Fiduciary Advisor and how can you tell if you're NOT one?

What is a Fiduciary Advisor and how can you tell if you're NOT one?

What is a Fiduciary Advisor and how can you tell if you're NOT one?

What is a Fiduciary Advisor and how can you tell if you're NOT one?

Wednesday, 12th July 2023
Good episode? Give it some love!
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What is Fiduciary Advice?

  • What is Fiduciary Advice by Investopedia
  • What is Fiduciary? Let's Ask Clark
  • Independent Fiduciary Advice vs. Financial Advisor
  • Fiduciary Advice vs. Financial Planning Education
  • Fiduciary Advice vs. Financial Coaching 
  • Independent Fiduciary Advice Fee Structure
  • Hidden Fees and Conflicts of Interest
  • Fiduciary Advisory Client Onboarding
  • Client Onboarding Risk Tolerance
  • Client Intake Forms
  • Client Onboarding Legal Documents
  • Client Onboarding Agreements
  • Fiduciary Advice and Advisor Coordination
  • The Financial Planning Gap Analysis


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From The Podcast

The Salty Advisor Podcast

Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals.In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers.Executive Life Coaching is the focus of this season and I hope you’ll join us as we Video Live Stream each episode of The Salty Advisor Podcast:📽YouTube @JimMunchbach, and- Facebook: http://www.facebook.com/JMunchbach- Twitter: http://twitter.com/JimMunchbach - Instagram: https://www.instagram.com/jimmunchbach- LinkedIn: http://www.linkedin.com/in/JimMunchbach- YouTube: https://www.youtube.com/@JimMunchbach This season will focus on Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals. Here is a quick list of some reasons to engage in Executive Life Coaching:🔷 Clarity of Vision and Purpose: Enhance your understanding of both professional and personal objectives, empowering you to lead with purpose and clarity.🔷 Alignment of Business Strategies with Personal Values: Learn from our experiences on integrating business strategies with personal values for a fulfilling professional life.🔷 Reinforced Leadership Confidence: Hear firsthand how bolstered confidence in decision-making can align with long-term visions and goals.🔷 Enhanced Strategic Communication Skills: Discover the importance of communicating strategic visions and business values effectively to various stakeholders.🔷 Mastery of Purpose-Driven Storytelling: Explore the art of narrative creation that motivates teams and aligns with business purposes.🔷 Strategic Business Growth and Personal Development: Witness strategies that expand businesses while fostering personal growth and aligning with life’s purpose.🔷 Balanced Professional and Personal Life: Understand how to achieve a satisfying balance between professional responsibilities and personal life.🔷 Authentic Executive Presence: Learn to cultivate an executive presence that reflects true personal values and professional ambitions.🔷 Purpose-Driven Business Planning: See how strategic planning can aim for financial success and create a lasting impact aligned with personal values.🔷 Renewed Sense of Fulfillment and Legacy: Experience the renewed purpose and fulfillment that comes from leading a business that truly reflects your vision, values, and purpose.The Salty Advisor playlist will include a collection of powerful stories featuring Women of Wealth, Business Leaders, and Financial Planning Professionals who have experienced personal transformation as a result of Executive Life Coaching authentic community. Join our community to discover how these lessons can inspire and guide your own professional journey as we Pay it Forward.

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