• Sorting the Sales Pitches from Solid Advice

  • May 7 2024
  • Length: 28 mins
  • Podcast

Sorting the Sales Pitches from Solid Advice

Listen for free

View show details

  • Summary

  • In this episode of "Office Hours with Gary Allen," Gary Allen delves into the intricate world of financial and insurance advisors that CTA members frequently encounter. He illuminates the critical differences between fiduciary and non-fiduciary advisors, emphasizing the significance of understanding these distinctions to make informed financial decisions. Gary explains how fiduciaries, bound by legal and ethical obligations to act in their clients' best interests, offer a level of trust and commitment absent in non-fiduciary relationships, which are often based on commission-driven recommendations.

    He also discusses the potential conflicts of interest inherent in non-fiduciary relationships and advises CTA members on how to navigate these complexities. Additionally, Gary highlights the role of insurance agents in financial planning, stressing the importance of thorough vetting and informed decision-making when considering their products for retirement savings. This episode is a comprehensive guide for CTA members aiming to navigate their financial futures with confidence, offering insights into selecting advisors who genuinely align with their best interests.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Sorting the Sales Pitches from Solid Advice

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available