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An Advisor’s Guide to Client Misconceptions
Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle...
Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Snappy Kraken to speak alongside industry veterans at this year’s Jolt Conference. This insightful session outlines how Vance leverages key relationships with the...
Fiduciary Wealth Management: Misconception Number One
Fiduciary financial advisor Vance Barse discusses misconception number one–”All Advisors Do Comprehensive Financial Planning”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary...
Fiduciary Wealth Management: Misconception Number Two
Fiduciary financial advisor Vance Barse discusses misconception number two–”My Advisor Claims to be a Fiduciary and Therefore is Acting in my Best Interest”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary,...