I want to profile (and encourage business for) financial advisors acting as true fiduciaries to their clients.
It’s extremely profitable for advisors to sell variable annuity products or actively managed mutual funds with sales commissions or deferred sales loads.
But the good men and women who act as true financial fiduciaries don’t sell those products. And they deserve to be recognized.
If you fit the bill, I want to hear from you.
If you build:
- passive (indexed) portfolios for clients and
- charge a 1% annual fee or less,
I want to interview you in a series titled, Financial Advisors With A Conscience. I’ll also make your profile easily accessible on my homepage.
If you fit the bill, please put a comment below with your name, firm’s name and I’ll contact you.
Don’t be shy. You deserve to be recognized. And people want to find you!