2020 Dec Ebook NewPDF

Secret #1: Ask The Magic Question
“Are you a FIDUCIARY?”
So, in order to find out easily whether your financial advisor is working in your best
interest or not, this is all you need to ask.
Secret #1: Ask your advisor/planner or potential advisor/planner the magic question,
“Are you a fiduciary?” And more specifically, ”Are you acting as a fiduciary the entire
time we are working together?
This way, you don’t need to worry about any of legal arguments going on in congress
or in your state. This one question will ensure that you will be getting non-biased, good
advice that is not subject to any commission.
If your financial advisor is a FIDUCIARY, then they must recommend what is actually
in your best interest, not even what’s in your best interest, but the recommendation has
to be better for you than for them. They also cannot charge more than reasonable
compensation or make misleading statements.
Isn’t it crazy that most financial advisors are not required to adhere to these rules,
especially since in many cases they are handling your life’s savings?
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© 2020 Hilton Financial Group, LLC