Episode 10 – Do You Understand the Fiduciary Planning Process?

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There are many terms used in the financial industry, and differentiating between similar ones can be confusing. Do you know the difference between a “fiduciary” and a “broker”?

Today, Tim Scannell answers that very question. Not only that, but he also gives insight into how the fiduciary process works, particularly at Hightower Great Lakes.

In this episode, you’ll learn:

• The key differences between brokers and fiduciaries
• Why the fiduciary process can be compared to that of a dietitian
• The fee structure of a fiduciary versus a broker
• How the fiduciary process at Hightower Great Lakes operates
• And more!

Tune in now to learn about the benefits of having a fiduciary on your side!

Resources:  HighTower Great Lakes | HighTower Whiteboard Animation: Brokers vs. Fiduciaries