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Wealth and LifeAuthor: Tony D'Amico
Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore with Financial Planner, Consultant, Speaker and Business Owner, Tony DAmico. Youll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, youll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out wealthandlife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep #21: 3 Levels of Care
Friday, 17 December, 2021
Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs. You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21
