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Financial Myth: Financial Advisors Making Commissions Can Provide Impartial Advice
Manage episode 420727753 series 2864884
Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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In this episode, we discuss the myth that financial advisors who make commissions can provide impartial advice.
We define impartial advice as someone who is not directly involved in a particular situation and is able to give a fair opinion or decision about it.
Travis shares his experience in the industry and explains the various incentivized compensation structures that financial professionals receive, such as upfront commissions, new asset bonuses, and proprietary products.
We highlight the conflicts of interest that arise when advisors are motivated by their own financial gain rather than the best interests of their clients.
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
챕터
1. Financial Myth: Financial Advisors Making Commissions Can Provide Impartial Advice (00:00:00)
2. Financial Advisors and Impartial Advice (00:00:07)
3. Financial Advisory Compensation Structures (00:08:59)
4. Conflicts of Interest in Financial Advisory (00:12:17)
5. Financial Advisors and Sales Tactics (00:24:53)
6. Financial Advice and Conflicts of Interest (00:30:22)
7. Attracting Clients With Integrity (00:42:09)
135 에피소드
공유
