The Perfect RIA cover image

Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]

The Perfect RIA

CHAPTER

The Role of Market Analysis in Financial Advising

This chapter focuses on the critical role of market analysis in enhancing the services provided by financial advisors, emphasizing collaboration and adaptability. It discusses the fiduciary responsibilities of advisors, particularly regarding the review of old variable annuities, to improve client outcomes in a fluctuating market.

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