Jan 08, 2020 Advice-Only Financial Planner Puts Clients First by Selling Advice only, No Products.

by Canadian MoneySaver

In this episode of the MoneySaver Podcast, Ellen Roseman chats with Sandi Martin, Certified Financial Planner, from Springplans.ca about fiduciary duty, advice-only financial planners, and putting the needs of the client before product.

The MoneySaver Podcast

No comments Read Full Post