The Agent of Wealth
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
The Agent of Wealth
What It Means to Be a Fiduciary With John Williams
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Marc Bautis
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Episode 240
Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor, debunking common myths and explaining why the fiduciary standard matters more than ever.
In this episode, you will learn:
- What it truly means to be a fiduciary financial advisor — and why it should matter to every client.
- How to determine if your financial advisor is legally obligated to act in your best interest.
- The most common misconceptions about fiduciary advisors — and the truth behind them.
- How a fiduciary approach can enhance every aspect of your financial plan, from investments to values-based decision-making.
- And more!
Tune in to learn how working with the right fiduciary advisor can bring confidence and clarity to your financial decisions, no matter what stage of life you're in.
Resources:
Episode Transcript & Blog | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call