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The Importance of Independent Fiduciary Advisors

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Manage episode 442974412 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ryan & Lawrence discuss their journeys to becoming financial advisors, sharing personal stories and insights into the importance of financial planning. Lawrence reflects on his background and motivation to help others, while Ryan shares his unexpected path from marine biology to finance. They emphasize the significance of choosing an independent and fiduciary advisor for personalized financial guidance.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

244 episodes

Artwork
iconShare
 
Manage episode 442974412 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ryan & Lawrence discuss their journeys to becoming financial advisors, sharing personal stories and insights into the importance of financial planning. Lawrence reflects on his background and motivation to help others, while Ryan shares his unexpected path from marine biology to finance. They emphasize the significance of choosing an independent and fiduciary advisor for personalized financial guidance.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.

  continue reading

244 episodes

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