Learn From Others Mistakes

In this video, Brian teaches you about the mistakes that other investors have made with a case study about a client that came in for a second opinion review. This client already had a so-called advisor that claimed to be working under a fiduciary standard, however, any advisor that sells annuities, insurance policies, or other types of high-cost commission-based products IS NOT working as a fee-only fiduciary and does not have to work in your legal best interest 100% of the time. Watch the video to learn more.

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