
The Role of Financial Professionals: Trusted Advisors or Salespeople? Understanding the role of financial professionals is crucial to ensure that clients receive appropriate guidance on investment strategies, tax savings, and overall financial growth. Financial professionals can generally be categorized into two main groups: fiduciaries and non-fiduciaries. Fiduciaries are legally obligated to put their clients’ interests first, which means they are required to provide advice that benefits the client without any conflict of interest. This role emphasizes a relationship built on trust, where the fiduciary does not prioritize personal gain over the client’s financial health. click link for full article.
https://giveaheck.com/are-you-getting-the-full-picture-understanding-your-financial-professionals-role-in-growth-and-tax-savings/