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Financial Myth: Financial Advisors Making Commissions Can Provide Impartial Advice
Manage episode 420727753 series 2864884
محتوای ارائه شده توسط Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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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.
فصل ها
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)
135 قسمت
اشتراک گذاری
