20/20 MONEY The financial profession is "clear as mud." Let's clarify fiduciary duty vs suitability standards, the different business models, & conflicts of interest
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!
Resources: https://adviserinfo.sec.gov/ https://www.sec.gov/news/press-release/2022-104
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