Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans

About this webinar

From anxiety-provoking “financial entertainment” such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own.

Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in every aspect of their financial lives – from investing and insurance to real estate.

Presented by

John Eberle, CFA; Nicholas Economos, CRPS®, CFBS; John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC

Fiduciary Financial Partners, LLC | BrightTALK