How to Be a Marketing Fiduciary in 3 Areas of Your Practice
Beginning when we’re young, we’re taught simple principles about how to treat others. The most well-known is probably The Golden Rule: Treat others like you want to be treated. In the world of financial advice, that archetype of how to treat others can be seen in the Fiduciary Rule.
While acting as a fiduciary is always top of mind for RIA firms, the idea has really caught on fire between the going...going...mostly gone DOL Fiduciary Rule and the many recent think-pieces coming from fintech CEOs about the role of technology in the advisor’s role as a fiduciary.