by Nick | Aug 1, 2023 | Fiduciary Financial Planner, Financial Advisor, Financial Literacy, News
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...
by Chris Isom | Jul 20, 2023 | Fiduciary Financial Planner, Financial Advisor, Public Relations
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...
by Nick | Jun 22, 2023 | Best Interest, Fiduciary Financial Planner, Financial Planning, Investment Advisor, Video, Wealth Management
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...
by Nick | Jun 16, 2023 | Best Interest, Fiduciary Financial Planner, Investment Advisor, Video, Wealth Management
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,...
by Nick | Jun 16, 2023 | AssetManagement, Best Interest, Fiduciary Financial Planner, Portfolio Management, Video, Wealth Management
Fiduciary financial advisor Vance Barse discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. In this video, Vance covers the four main types of portfolio...
by Nick | Jun 16, 2023 | AssetManagement, Best Interest, Fiduciary Financial Planner, Investment Advisor, Portfolio Management, Video, Wealth Management
Fiduciary financial advisor Vance Barse continues to discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download...
