Is It Time To Breakup With Your Broker? Podcast Por arte de portada

Is It Time To Breakup With Your Broker?

Is It Time To Breakup With Your Broker?

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 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: https://sonomawealthadvisors.com/

Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. 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.
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