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

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.



This post first appeared on Canadian MoneySaver Blog - Canadian MoneySaver, please read the originial post: here

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

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