Financial Advisor's Workshop with Brian Kasal #54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors
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Ben VerWys (https://forfiduciary.com/) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader.
In this episode, Brian and Ben discuss:
1. Breaking Free From Restrictive Advisor Agreements
2. Seek Advisors Who Prioritize Your Interest
3. Shareholders vs. Clients
4. Non-Negotiables For Advisor-Focused Firms
LinkedIn: https://www.linkedin.com/in/benverwys/
Company LinkedIn: https://www.linkedin.com/company/fiduciaryfinancialadvisors/
Website: https://forfiduciary.com/
Twitter: https://twitter.com/benverwys
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