J. Richard Lynch, AIFA®, President of fi360
Fiduciary laws and rules may seem broad and complex as you set up your processes for delivering fiduciary advice. But what they all boil down to is making smart, process-oriented decisions that are in the best interests of your clients. And no matter what type of client or investor your serve, the framework for delivering a fiduciary standard of care looks the same in principle. In this session, we will look at the seven core functions that a fiduciary must oversee as the person entrusted to protect and grow investor assets. In addition, we will look at a suggested model for implementing those functions into a sustainable and repeatable process.
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