Shape of advice cover image

Francy Taylor & Toby Potter

Shape of advice

CHAPTER

Navigating Fiduciary Duties and Client Customization in Managed Accounts

This chapter explores the fiduciary responsibilities of financial advisors, focusing on the significance of grasping clients' unique circumstances and objectives. The speakers underscore the need for personalized interactions and customization in managed accounts to enhance client satisfaction.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner