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Authors
Michael Finke
PhD, CFP®
David Blanchett
PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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Michael and David discuss how to keep clients' best interests in mind while running a financial advising business.
November 16, 2022
What factors can affect which products or services advisors offer to their clients? Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® take a look at things that can affect these important business and ethical decisions in our Wealth, Managed Podcast. They discuss fiduciary standards, ethics, and how adivosrs can responsibly offer product alternatives without compromising their bottom line.
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