522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider
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We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.
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522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider