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Episode 4 – Brokers in Disguise | Don’t be fooled, not all have your best interest in mind - know who to watch out for

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When? This feed was archived on August 05, 2019 15:37 (5y ago). Last successful fetch was on May 24, 2019 14:21 (5y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 222569576 series 1388296
Content provided by Tony Robbins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Robbins 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.

In your life, you have probably sought out (or been approached by) a “financial advisor” to help you better understand your finances and reach your goals. Have you ever wondered whose interest they had in mind? You would never choose someone who did not have your best interest in mind, although most people do just that! In the strange twilight zone of the financial industry, about 90% of fiduciary professionals are not working within your best interest. If this is the case, how do you know who to trust with your financial future?

In this episode, Tony Robbins clarifies what a broker is and how to identify one. Although, brokers are not the only ones to watch out for. Those with dual registration as a broker and financial advisor live in the grey area of interests where they could swing in your favor or that of their firm. Further, Tony reviews the 7 key questions to ask any advisor to uncover any potential conflicts or concerns that may impede your best interest. You will learn how to find an independent advisor who truly deserves – and will richly repay – your trust.

  continue reading

14 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 05, 2019 15:37 (5y ago). Last successful fetch was on May 24, 2019 14:21 (5y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 222569576 series 1388296
Content provided by Tony Robbins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Robbins 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.

In your life, you have probably sought out (or been approached by) a “financial advisor” to help you better understand your finances and reach your goals. Have you ever wondered whose interest they had in mind? You would never choose someone who did not have your best interest in mind, although most people do just that! In the strange twilight zone of the financial industry, about 90% of fiduciary professionals are not working within your best interest. If this is the case, how do you know who to trust with your financial future?

In this episode, Tony Robbins clarifies what a broker is and how to identify one. Although, brokers are not the only ones to watch out for. Those with dual registration as a broker and financial advisor live in the grey area of interests where they could swing in your favor or that of their firm. Further, Tony reviews the 7 key questions to ask any advisor to uncover any potential conflicts or concerns that may impede your best interest. You will learn how to find an independent advisor who truly deserves – and will richly repay – your trust.

  continue reading

14 episodes

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