It's All Money - Time To Breakup With Your Broker?

It's that time of year...everyone's looking to start fresh, reassessing a lot of relationships in their life...is it time to look at your Broker relationship too?
Do you even know if your "financial advisor" is a Broker? An insurance agent? Or a Fiduciary to you?
Host Dano Weir and Sonoma Wealth Managing Principals Daren Blonski CFP® and Chris Sipes CFP® look at the key questions around the broker v. fiduciary divide. How are they paid? Why is a "suitable" investment for you perhaps very different than something in your "best interest"?
Wait, why wouldn't your advisor show you something in your best interest?
And find out your answer to this question- is it time to breakup with your broker?
Learn more about Sonoma Wealth here: sonomawealthad...
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This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.